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郭家耀: 港股料上试24,500 碧桂园服务(06098.HK)并购利好
阿思达克 04-17 10:21
正荣金融业务部副总裁郭家耀称,美股周四(16日)继续向好,总统特朗普将制定重启经济活动方案,加上科技股表现强势,带动三大指数收市均录得升幅。美元走势向好,美国十年期债息回落至0.62厘水平,油价走势持续受压,金价高位靠稳。港股预托证券个别发展,预料大市早段温和高开。内地股市温和向好,市场观望宏观经济数据表现,沪综指低开高走,收市上升0.3%,企稳2,800点水平,沪深两市成交额则略为减少。

港股高位整固,指数在24,000点水平争持,投资者观望外围企业业绩以及肺炎疫情进展。外电报道治疗肺炎药物方面有进展,有助刺激大市气氛,预料指数有力再试24,500点附近阻力,下方支持在23,800点水平。

另碧桂园服务(06098.HK)去年营业额上升106.3%至96.4亿元人民币(下同),盈利亦增长81%至16.7亿元。截至去年底,收费管理面积达2.76亿平方米,按年增长52.1%。管理层预期今年收费管理面积增长幅度将不低於9,000万平方米,与去年相若,为业务带来增长基础。公司亦寻求增值服务的发展,日前公布收购文津国际100%股权,总代价为8,411.3万元。文津国际主要在内地从事为投保人拟定投保方案、选择保险人、办理投保手续、协助被保险人或受益人进行索赔;再保险经纪业务;为委托人提供防灾、防损或风险评估、风险管理谘询服务等。公司表示收购有助集团加速发展其社区保险销售业务、完善其社区增值业务及提升公司未来盈利能力。相信有关收购可与公司本业带来协同效应,股价亦有正面反应,前景维持乐观。

(笔者为证监会持牌人,没持有上述股份)~

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