郭家耀: 觀望巨企業績港股料續反覆 中石油/中石化股價看俏
正榮金融業務部副總裁郭家耀稱,美股周二(28日)走勢向下,企業業績遜預期,拖累大市氣氛,市場繼續觀望華府新一輪刺激政策討論結果,三大指數均錄得跌幅收市。美元低位回穩,美國十年期債息回落至0.57厘水平,金價繼續向好,油價則反覆受壓。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。
內地股市上升,市場繼續憧憬刺激經濟政策出台,滬綜指收市上升0.7%,滬深兩市成交額則繼續縮減。
港股表現回暖,科技股帶領下大市由低位反彈,成交則保持清淡。外圍走勢不明朗,市場繼續觀望巨企業績表現,加上中美關係繼續受到市場關注,預料指數維持上落形態,繼續於24,500至25,200點水平徘徊。
另中石油(00857.HK)公布向國家管網集團出售管道業務,作價2,687億元人民幣(下同),其中1,495億元將以國家管網集團29.9%股權支付,餘額將以現金支付。完成後,國家管網集團將成為公司的聯營公司。管道業務重組後,公司將聚焦上游油氣勘探開發,並積極推動油氣終端市場開拓,以及可以有效減少管道投資規模,緩解資本性支出壓力。預計出售將錄得約458.2億元收益,所得現金款項將用於派發股息,開拓上游油氣勘探開發及下游市場及償還債務。
此外,中石化(00386.HK)亦公布,連同旗下中石化天然氣及銷售公司向國家管網集團出售管道資產,包括相關油氣管道公司以及所屬成品油管道等資產,總對價1,194.35億元,包括現金及國家管網集團股權支付。完成後,公司與中石化天然氣共計持有國家管網集團14%股權,交易預計增加稅前利潤約365.94億元。交易將促進公司轉型發展,並降低未來資本支出。連同中石化冠德(00934.HK)日前出售中石化榆濟交易,共計取得526.55億元現金對價,將用於推動天然氣建產上產、加快煉油業務基地化建設;支持中石化冠德進一步發展原油碼頭和儲存業務;及補充一般營運資金。出售管道資產的不明朗因素消取後,加上作價較預期為高,以及增加派息的憧憬,預料中石油及中石化的股價應有望反彈。
(筆者為證監會持牌人,沒持有上述股份)~
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