郭家耀: 恆指季檢在即港股短期料拉鋸 中教(00839.HK)藉併購前景看俏
正榮金融業務部副總裁郭家耀稱,美股周二(11日)先升後回,市場憂慮美國國會未能達成新一輪紓困計劃,投資者高位獲利回吐,三大指數均錄得跌幅收市,科技股跌勢較為顯著。美元表現靠穩,美國十年期債息回升至0.64厘水平,油價溫和向好,金價則顯著下挫。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。
內地股市反覆下挫,市場關注中美關係持續緊張,滬綜指收市下跌1.1%,滬深兩市成交額略為縮減。
港股表現向好,指數一度衝破25,000點關口,收復多條移動平均線水平,收市升幅有所收窄,成交保持活躍。外圍走勢再現波動,投資者繼續關注中美關係發展,加上恆指季檢在即,預料大市短期缺乏上升動力,指數繼續於24,000至25,000點水平上落。
另中教控股(00839.HK)公布有條件收購海南賽伯樂教育集團的60%股權,總代價13.56億元人民幣。海南賽伯樂教育集團為海口經濟學院及海口經濟學院附屬藝術學校唯一創辦者。海口經濟學院屬中國的高等教育機構,是海南最大的民辦本科高校。截至去年底在校學生約4.2萬人,今年普通本科及大專課程的年度招生學額超過1.1萬名學生,今年學士學位課程學費每年由2.39萬至9.99萬元人民幣。而海口經濟學院附屬藝術學校乃中等職業學校,2019/20在校人數約1,500名,畢業的學生可通過考試升入海口經濟學院的本科或專科課程。中教通過收購進一步擴張內地高等教育版圖,鞏固市場領先地位,市場對行動反應理想,前景繼續樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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