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郭家耀: 港股短期料難轉勢 越秀交通(01052.HK)併購價合理前景看俏
阿思達克 09-26 09:48

正榮金融業務部副總裁郭家耀稱,美股周三(25日)顯著反彈,美國總統特朗普對中美貿易談判進展發表樂觀言論,有利市場氣氛,三大指數均錄得升幅收市。美元表現強勢,美國十年期債息回升至1.73厘水平,避險情緒降溫,金價由高位回落。港股預託證券個別發展,預料大市早段缺乏方向。內地股市表現向下,市場繼續關注中美貿易談判進展,滬綜指低開低走,收市下跌1%,滬深兩市成交額為5,258億元人民幣,較前一日略為減少。

港股走勢跟隨外圍偏軟,指數失守26,000點水平。內地長假在即,投資者態度審慎,入市意欲較低,預料大市氣氛短期難以扭轉,指數有機會進一步下試25,800點支持,反彈阻力在26,500點水平。

另越秀交通(01052.HK)日前公布向母公司越秀集團收購湖北省經營三條高速公路的公司,三條公路包括大廣南高速公路90%權益、漢蔡高速公路67%權益及漢鄂高速公路100%權益,總代價59.99億元人民幣(下同),將以24億元內部現金及36億元融資支付。收購完成後,公司控制高速公路的收費里程將大幅增加約58.7%,由337.1公里增加至534.9公里,並提升持有項目加權平均剩餘期限至19.1年。

湖北省經濟表現領先全國平均,而且為重要工業生產基地,經濟活動主要集中在武漢及周邊地區,帶動當地交通運輸需求上升,成為全國物流中心樞鈕。今次收購的三條公路均為規劃出城要道或城市主要幹線,途經多個產業園和經濟開發區,預料未來日均交通流量及路費收入有望穩步上揚。收購作價合理,增加未來派息能力,前景值得看好。

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