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郭家耀: 中美金融战忧虑升温美股急挫 港股短期料难突破
阿思达克 10-09 10:00

正荣金融业务部副总裁郭家耀称,美股周二(8日)大幅下挫,美国将28间中国企业及政府机构列入贸易黑名单,市场担心中美贸易谈判前景,加上中美金融战忧虑升温,拖累大市急跌,三大指数均录得显着跌幅收市。美元走势靠稳,避险情绪升温,美国十年期债息回落至1.53厘水平,金价走势亦向好。港股预托证券大致向下,预料大市早段跟随外围低开。内地股市反覆向好,沪综指震荡高收,收市上升0.3%,沪深两市成交额为3,730亿元人民币,继续保持低企。

港股走势向好,指数早段一度升幅超过300点,但升势未能持续,收市升幅显着收窄,成交额亦有所增加。大市气氛继续受外围消息影响,中美贸易谈判前景存疑,短期大市难有太大突破,预料指数维持於25,500至26,300点水平徘徊。

另永达汽车(03669.HK)公布收购英之杰亚洲太平洋全部股份,交易完成後,英之杰亚洲太平洋将成为永达汽车的全资附属公司。英之杰亚洲太平洋目前於於江西省南昌市经营一家保时捷4S经销店及一个特斯拉授权维修中心,并於江西省九江市经营一家梅赛德斯奔驰4S经销店及於浙江省绍兴市经营一家雷克萨斯4S经销店。收购作价为8.3亿元人民币,扣除目标公司手持3.45亿元人民币净现金,按上年度税後盈利为6,289万元人民币计算,收购作价估值约7.7倍市盈率,与行业平均相若,作价算合理。

今次收购有助加强及扩充公司的4S网点和网络覆盖,并进一步提升向客户提供汽车销售、售後服务、汽车金融及二手车等「一站式」全方位汽车相关服务的能力。永达目前估值约6倍市盈率,息率近6厘,亦有相当吸引力。

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