BEAUTYFARM MED(02373)
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光大证券:维持美丽田园医疗健康“买入”评级 12亿港元大额股东回报计划夯实信心
Zhi Tong Cai Jing· 2025-11-10 02:12
Group 1 - The core viewpoint of the report is that the acquisition of Siyuanli will directly enhance the company's performance, leading to an upward revision of the net profit forecasts for 2025-2027 to 320 million, 440 million, and 490 million RMB, representing increases of 5%, 26%, and 21% respectively, with corresponding EPS of 1.36, 1.86, and 2.09 RMB, and current PE ratios of 20, 14, and 13 times [1] - The company announced a long-term shareholder return plan, expecting to utilize up to 1.2 billion HKD over the next three years to provide returns to shareholders [1] Group 2 - The shareholder return plan will be implemented through two main methods: first, an annual dividend of no less than 50% of the company's net profit attributable to shareholders; second, a continuous share buyback program [2] - This substantial shareholder return plan reflects the company's strong confidence in future development and highlights its solid cash flow foundation and overall strength [2] Group 3 - The company announced a strategic acquisition of 100% equity in Siyuanli for 1.25 billion RMB, which is the third-largest beauty service brand in China, with a significant presence in major cities [3] - Following the acquisition, approximately 60,000 active members from Siyuanli will be integrated into the company's membership system, leading to a more than 44% increase in active membership [3] - The company's market share in high-tier cities will significantly increase, further solidifying its position as an industry leader [3] Group 4 - The company's growth is driven by both internal and external factors, with a dual business model of "dual beauty + dual healthcare" effectively building a high-quality membership system [4] - The successful acquisition of the second-largest brand, Nairui, has demonstrated the company's integration and synergy capabilities, with Nairui's adjusted net profit margin increasing from 6.5% to 10.4% in the first half of 2025 [4] - The company is expected to leverage its extensive acquisition experience to enhance Siyuanli's operational efficiency and achieve mutual empowerment between the Siyuanli and Meili Tianyuan brands, thereby continuously improving its industry influence and competitiveness [4]
美丽田园医疗健康(02373) - 截至2025年10月31日止月份股份发行人的证券变动月报表
2025-11-05 10:12
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 美麗田園醫療健康產業有限公司 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02373 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 USD | | 50,000 | 本月底法定/註冊股本總額 ...
拟12亿港元回馈股东!美丽田园股价涨逾3%
Sou Hu Cai Jing· 2025-11-05 07:21
Core Viewpoint - Meili Tianyuan Medical Health (02373.HK) announced a significant shareholder return plan, intending to utilize up to HKD 1.2 billion over the next three years through dividends and share buybacks [2][3]. Group 1: Shareholder Return Plan - The company plans to distribute annual dividends amounting to no less than 50% of the net profit attributable to shareholders for the next three complete financial years [3]. - The company has received authorization to repurchase up to 23.5796 million shares under the existing buyback authorization, with 605,500 shares already repurchased as of November 4 [3][5]. Group 2: Market Reaction and Analysis - Following the announcement, the stock price of Meili Tianyuan rose by 3.13%, reaching HKD 30.34 per share [2]. - Analysts believe the feasibility of the shareholder return plan hinges on the company's ability to deliver stable performance, which is essential for sustaining shareholder returns [2][5]. - The management's decision to implement this plan is seen as a confidence signal in the company's long-term value, especially amid recent stock price declines [5]. Group 3: Future Considerations - The success of the shareholder return plan will ultimately depend on the company's ability to fulfill its commitments and demonstrate performance through quarterly results [5]. - Meili Tianyuan is also anticipated to be a contender for the "Top 100 Hong Kong Stocks" list, which could further enhance its market position [5].
美丽田园医疗健康(02373.HK)公布长期股东回报计划
Ge Long Hui· 2025-11-04 13:57
Core Viewpoint - The company aims to enhance shareholder value by potentially utilizing up to HKD 1.2 billion over the next three years through dividends and share buybacks [1] Group 1: Dividend Policy - The company plans to declare annual dividends according to its current dividend policy, committing to distribute no less than 50% of the net profit attributable to shareholders each year during the next three complete financial years [1] Group 2: Share Buyback - The company intends to repurchase its shares through market buybacks, based on a general mandate granted at the shareholders' annual general meeting scheduled for June 27, 2025, following the expiration of the existing buyback authorization [1]
美丽田园医疗健康拟于未来三年酌情动用最高12亿港元为公司股东提供回报
Zhi Tong Cai Jing· 2025-11-04 13:53
Core Viewpoint - The company, 美丽田园医疗健康 (02373), has announced a plan to enhance shareholder value by potentially utilizing up to HKD 1.2 billion over the next three years through dividends and share buybacks [1] Group 1: Shareholder Returns - The board has resolved to provide returns to shareholders via two main methods: (i) declaring annual dividends according to the current dividend policy, with a commitment to distribute no less than 50% of the net profit attributable to shareholders each year for the next three full financial years [1] - The second method involves share buybacks, which will be conducted under a general mandate granted at the upcoming annual general meeting on June 27, 2025, following the expiration of the current buyback authorization [1] Group 2: Financial Impact - The company plans to fund these initiatives through internal resources and expects that the implementation of these plans will not have a significant adverse impact on the group's working capital position [1] - As of the date of the announcement, the company has been authorized to repurchase 23,579,556 shares and has already repurchased a total of 605,500 shares under the existing buyback authorization [1]
美丽田园医疗健康(02373)拟于未来三年酌情动用最高12亿港元为公司股东提供回报
智通财经网· 2025-11-04 13:52
Group 1 - The company, 美丽田园医疗健康 (02373), has announced a plan to enhance shareholder value by potentially utilizing up to HKD 1.2 billion over the next three years [1] - The company will provide returns to shareholders through two main methods: (i) declaring annual dividends based on the current dividend policy, with a commitment to distribute no less than 50% of the net profit attributable to shareholders each year for the next three fiscal years [1] - Alternatively, the company may repurchase its shares in the market, subject to general authorization granted at the upcoming annual general meeting [1] Group 2 - The funding for these plans will be sourced from the company's internal resources, and it is expected that the implementation will not significantly adversely affect the group's working capital [1] - The company has been authorized to repurchase a total of 23,579,556 shares under the existing buyback authorization, and as of the announcement date, it has repurchased a total of 605,500 shares [1]
美丽田园医疗健康(02373) - 内幕消息长期股东回报计划
2025-11-04 13:47
美麗田園醫療健康產業有限公司 * (於 開 曼 群 島 註 冊 成 立 的 有 限 公 司) (股 份 代 號:2373) 內幕消息 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 Beauty Farm Medical and Health Industry Inc. 股東及本公司潛在投資者務請注意,上述計劃的實施由董事會全權決定,任何股息 宣派及股份購回安排將基於本集團經營業績及重大併購情況等作出,而任何股份的 購回則須視乎市場狀況及遵守適用規則與法規而定,故無法保證任何將予派發的股 息或將予進行的購回的時間、數量或價格。 股東及本公司潛在投資者於買賣本公司證券時務請審慎行事。 承董事會命 美麗田園醫療健康產業有限公司 主席兼執行董事 李陽 香港,2025年11月4日 長期股東回報計劃 美麗田園醫療健康產業有限公司(「本公司」,連同其附屬公司統稱「本集團」)謹此根 據香港法例第571章證券及期貨條例第XIVA部的內幕消息條文(定義見香港聯合交 易 ...
10月31日港股回购一览
Zheng Quan Shi Bao Wang· 2025-11-03 02:12
Core Viewpoint - On October 31, 33 Hong Kong-listed companies conducted share buybacks, totaling 21.84 million shares and an aggregate amount of HKD 152 million [1][2]. Group 1: Buyback Details - China COSCO Shipping Holdings (中远海控) repurchased 3 million shares for HKD 40.71 million, with a highest price of HKD 13.750 and a lowest price of HKD 13.350, bringing its total buyback amount for the year to HKD 4.447 billion [1][2]. - Guo Sheng Tang (固生堂) repurchased 582,000 shares for HKD 16.59 million, with a highest price of HKD 28.680 and a lowest price of HKD 28.340, totaling HKD 284 million in buybacks for the year [1][2]. - Sinopec Limited (中国石油化工股份) repurchased 3.652 million shares for HKD 15.12 million, with a highest price of HKD 4.170 and a lowest price of HKD 4.110, accumulating HKD 871 million in buybacks for the year [1][2]. Group 2: Buyback Rankings - The highest buyback amount on October 31 was from China COSCO Shipping Holdings at HKD 40.71 million, followed by Guo Sheng Tang at HKD 16.59 million [1][2]. - In terms of share quantity, Sinopec Limited led with 3.652 million shares repurchased, followed by China COSCO Shipping Holdings with 3 million shares and Linklogis Technology (联易融科技-W) with 2.34 million shares [1][2].
美丽田园医疗健康10月31日斥资123.62万港元回购4万股
Zhi Tong Cai Jing· 2025-10-31 12:24
Core Viewpoint - Meili Tianyuan Healthcare (02373) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Category Company Actions - The company plans to repurchase 40,000 shares at a total cost of HKD 1.2362 million [1] - The buyback price per share ranges from HKD 30.72 to HKD 31.06 [1] Financial Implications - The total expenditure for the share buyback reflects the company's strategy to enhance shareholder value [1]
美丽田园医疗健康(02373)10月31日斥资123.62万港元回购4万股
智通财经网· 2025-10-31 12:19
Core Viewpoint - Meili Tianyuan Medical Health (02373) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Category Company Actions - The company plans to repurchase 40,000 shares at a total cost of HKD 1.2362 million [1] - The buyback price per share ranges from HKD 30.72 to HKD 31.06 [1] Financial Implications - The total expenditure for the share buyback reflects the company's strategy to enhance shareholder value [1]