郭家耀: 港股料上試24,500 碧桂園服務(06098.HK)併購利好
正榮金融業務部副總裁郭家耀稱,美股周四(16日)繼續向好,總統特朗普將制定重啟經濟活動方案,加上科技股表現強勢,帶動三大指數收市均錄得升幅。美元走勢向好,美國十年期債息回落至0.62厘水平,油價走勢持續受壓,金價高位靠穩。港股預託證券個別發展,預料大市早段溫和高開。內地股市溫和向好,市場觀望宏觀經濟數據表現,滬綜指低開高走,收市上升0.3%,企穩2,800點水平,滬深兩市成交額則略為減少。
港股高位整固,指數在24,000點水平爭持,投資者觀望外圍企業業績以及肺炎疫情進展。外電報道治療肺炎藥物方面有進展,有助刺激大市氣氛,預料指數有力再試24,500點附近阻力,下方支持在23,800點水平。
另碧桂園服務(06098.HK)去年營業額上升106.3%至96.4億元人民幣(下同),盈利亦增長81%至16.7億元。截至去年底,收費管理面積達2.76億平方米,按年增長52.1%。管理層預期今年收費管理面積增長幅度將不低於9,000萬平方米,與去年相若,為業務帶來增長基礎。公司亦尋求增值服務的發展,日前公布收購文津國際100%股權,總代價為8,411.3萬元。文津國際主要在內地從事為投保人擬定投保方案、選擇保險人、辦理投保手續、協助被保險人或受益人進行索賠;再保險經紀業務;為委託人提供防災、防損或風險評估、風險管理諮詢服務等。公司表示收購有助集團加速發展其社區保險銷售業務、完善其社區增值業務及提升公司未來盈利能力。相信有關收購可與公司本業帶來協同效應,股價亦有正面反應,前景維持樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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