郭家耀: 外围急挫港股或下试25,500 叶氏化工(00408.HK)增持大唛养车料利好
正荣金融业务部副总裁郭家耀称,美股上周五(6日)大幅下挫,环球肺炎疫情持续增加,市场忧虑经济陷入衰退,美股持续大幅波动,道指一度急跌接近900点,尾市跌幅显着收窄,三大指数仍录得1%至2%跌幅收市。美元走势回落,美国十年期债息再创历史纪录低位。油组未能达成减产协议,油价出现狂泻,金价则於高位企稳。港股预托证券普遍向下,预料大市早段跟随外围低开。内地股市受压,沪综指低开低走,收市下跌1.2%,仍企稳3,000点水平,沪深两市成交额略为下跌。港股跟随外围急挫,指数再次考验26,000点支持,成交继续保持活跃。外围气氛持续审慎,投资者继续观望疫情对经济影响,预料指数或进一步下试25,500点水平,上方阻力在26,500点附近。另叶氏化工(00408.HK)日前宣布,对中国汽车保养连锁品牌大唛养车进一步投入4,100万元人民币,持股比例增至61%。公司表示是次增持除了进一步抓紧汽车後市场商机,亦加快集团从资产导向转型至服务及终端用户导向的步伐。增持後,叶氏化工将成为大唛养车的最大单一控股股东,集团将继续与大唛养车的创始团队充分合作,支持其以连锁模式在全国开拓网络。大唛养车的门市网络将采取直营及加盟的扩张模式,高速渗透整个大中华区,服务数以千万计的庞大终端用户,预计今年门店将达到超过150家。截至去年12月底,大唛养车於全国拥有85家店铺,覆盖广东、山东、江苏、湖南及河北。预计大唛养车与叶氏化工本业可形成协同效应,并提升公司估值。(笔者为证监会持牌人,没持有上述股份)~
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