郭家耀: 蓝筹追落後港股料战24,800 东亚(00023.HK)短期再升空间有限
正荣金融业务部副总裁郭家耀称,美股周三继续上升,市场憧憬经济重启消息,加上就业数据较预期理想,刺激大市升幅扩大,三大指数均录得显着升幅收市。避险情绪降温,美元走势偏软,美国十年期债息回升,金价亦由高位回落,油价则反覆靠稳。港股预托证券普遍向好,预料大市早段跟随外围高开。
内地股市高开低走,沪综指收市上升0.1%,企稳2,900点水平,沪深两市成交额继续保持活跃。
港股走势持续向好,大市跟随外围高开後升势持续,大市成交金额保持活跃。新经济股表现强势,加上部分蓝筹追落後,带动指数上试高位阻力。预料短期外围走势带动下,指数有望挑战24,800点水平,下方支持在23,800点附近。
另东亚银行(00023.HK)早前表示由於受到疫情影响,需要额外时间继续对业务和资产进行全面评估及对潜在策略交易的探讨,预计将在9月底或之前公布检讨的最新情况。
目前,管理层与顾问积极探讨确定可提升现有业务和资产价值的潜在策略交易,以及潜在非核心资产的策略替代方案。Elliott Management一直要求东亚银行出售银行业务,目前持有东亚约8%股权,日本三井住友金融及西班牙Caixa银行分别持有东亚银行17.5%及16%股权,李氏家族则持有该行逾7%股权。
受消息刺激,东亚股价出现急升,不过近年银行业受低息环境及监管要求影响,整体盈利能力大不如前,行业估值难与昔日相比,由於交易充满不确定性,预料短线进一步上升空间不大。
(笔者为证监会持牌人,没持有上述股份)~
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