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聚美收购街电 股价一日暴涨10%

2017-09-04 10:45:59   中国经济网

8月31日,聚美优品美股股价再现次大幅上涨,当天涨幅达10.37%。进入8月后,聚美股价持续攀升,8月中旬亦曾连续数日暴涨,4天内累计涨幅达到45.5%,领跑中概股。

有分析者称,31日早些时候,聚美宣布完成收购共享充电宝公司街电,聚美当日股价暴涨,很大程度上因为这一收购事件,引发华尔街看好。

8月31日上午,聚美优品宣布,已经完成对深圳街电科技的收购。今年5月,聚美优品宣布将以3亿元人民币(现金)收购共享充电宝企业深圳街电科技有限公司股权,占街电科技约60%的股份。

据了解,街电是中国领先的共享充电宝公司。其机柜如今遍布中国众多城市的餐厅、酒吧、机场火车站、购物中心、美容美发店等人流较大的区域,预计年底将覆盖100多个城市。

今年7月,街电宣布日订单超过22万,当月有292万用户借用其充电宝,其用户总数超过500万,具有明显的市场领先优势。据陈欧称,街电在3个月内已完成80%的市场占有率。

除了街电的业务表现,清晰的股权结构进一步确定了聚美对街电的控制权,进而增加了投资者的信心。

完成3亿现金的收购后,街电将完全归于聚美体系之下,成为百分之百的上市公司资产。这也从侧面说明,外界看好聚美新业务的增长潜力,认可其多元布局的发展思路。

有业内人士评价,这也证明华尔街从不相信传闻和炒作。此前不乏“街电股东不是聚美,而是陈欧个人”的消息,当聚美完成实打实地现金投入,明晰股权关系后,众多投资者对于共享充电宝领域的看好,迅速推动了聚美股价的激涨。

此外,聚美对于外界质疑的回应,也打消了投资者的疑虑。8月29日,聚美优品股东Heng Ren Partners称聚美在分红等问题上不兑现诺言,并质疑聚美对电视剧和共享充电宝项目的投资。

对此陈欧微博回应,此时电商市场竞争激烈,如果管理层选择分红大股东套现,是自私行为,公司选择持有现金是为巩固聚美市场份额、拓展新兴领域,以促进公司更好发展。

他强调,聚美投资的电视剧《温暖的弦》作为阵容强大的超级IP,必将引爆市场,而街电项目短短三个月内边完成80%的市场占有率,绝对领跑共享充电宝是场。

8月31日,聚美优品官方回应称,称聚美优品目前的股价不能反应公司真实价值,投资影视与街电是为更好的以低成本获取流量。而街电CEO原源8月31日晒出街电6.5亿元的银行账户余额。

这些举措,均引起市场积极回应。

实际上,随着聚美完成对街电的收购,加上其稳定发展的电商业务、展现潜力的金融业务,以及影视文娱方面的布局,已构成多元化发展态势。对资本市场而言,未来聚美或将展现更为可观的投资价值。

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