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郭家耀: 藍籌追落後港股料戰24,800 東亞(00023.HK)短期再升空間有限
阿思達克 06-04 09:34
正榮金融業務部副總裁郭家耀稱,美股周三繼續上升,市場憧憬經濟重啟消息,加上就業數據較預期理想,刺激大市升幅擴大,三大指數均錄得顯著升幅收市。避險情緒降溫,美元走勢偏軟,美國十年期債息回升,金價亦由高位回落,油價則反覆靠穩。港股預託證券普遍向好,預料大市早段跟隨外圍高開。

內地股市高開低走,滬綜指收市上升0.1%,企穩2,900點水平,滬深兩市成交額繼續保持活躍。

港股走勢持續向好,大市跟隨外圍高開後升勢持續,大市成交金額保持活躍。新經濟股表現強勢,加上部分藍籌追落後,帶動指數上試高位阻力。預料短期外圍走勢帶動下,指數有望挑戰24,800點水平,下方支持在23,800點附近。

另東亞銀行(00023.HK)早前表示由於受到疫情影響,需要額外時間繼續對業務和資產進行全面評估及對潛在策略交易的探討,預計將在9月底或之前公布檢討的最新情況。

目前,管理層與顧問積極探討確定可提升現有業務和資產價值的潛在策略交易,以及潛在非核心資產的策略替代方案。Elliott Management一直要求東亞銀行出售銀行業務,目前持有東亞約8%股權,日本三井住友金融及西班牙Caixa銀行分別持有東亞銀行17.5%及16%股權,李氏家族則持有該行逾7%股權。

受消息刺激,東亞股價出現急升,不過近年銀行業受低息環境及監管要求影響,整體盈利能力大不如前,行業估值難與昔日相比,由於交易充滿不確定性,預料短線進一步上升空間不大。

(筆者為證監會持牌人,沒持有上述股份)~

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