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郭家耀: 港股短期料难转势 越秀交通(01052.HK)并购价合理前景看俏
阿思达克 09-26 09:48

正荣金融业务部副总裁郭家耀称,美股周三(25日)显着反弹,美国总统特朗普对中美贸易谈判进展发表乐观言论,有利市场气氛,三大指数均录得升幅收市。美元表现强势,美国十年期债息回升至1.73厘水平,避险情绪降温,金价由高位回落。港股预托证券个别发展,预料大市早段缺乏方向。内地股市表现向下,市场继续关注中美贸易谈判进展,沪综指低开低走,收市下跌1%,沪深两市成交额为5,258亿元人民币,较前一日略为减少。

港股走势跟随外围偏软,指数失守26,000点水平。内地长假在即,投资者态度审慎,入市意欲较低,预料大市气氛短期难以扭转,指数有机会进一步下试25,800点支持,反弹阻力在26,500点水平。

另越秀交通(01052.HK)日前公布向母公司越秀集团收购湖北省经营三条高速公路的公司,三条公路包括大广南高速公路90%权益、汉蔡高速公路67%权益及汉鄂高速公路100%权益,总代价59.99亿元人民币(下同),将以24亿元内部现金及36亿元融资支付。收购完成後,公司控制高速公路的收费里程将大幅增加约58.7%,由337.1公里增加至534.9公里,并提升持有项目加权平均剩余期限至19.1年。

湖北省经济表现领先全国平均,而且为重要工业生产基地,经济活动主要集中在武汉及周边地区,带动当地交通运输需求上升,成为全国物流中心枢钮。今次收购的三条公路均为规划出城要道或城市主要干线,途经多个产业园和经济开发区,预料未来日均交通流量及路费收入有望稳步上扬。收购作价合理,增加未来派息能力,前景值得看好。

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