郭家耀: 市场聚焦巨企IPO 港股短期料难突破
正荣金融业务部副总裁郭家耀称,美股周二(27日)个别发展,投资者继续忧虑肺炎疫情对经济影响,道指及标普500指数均录得跌幅收市。企业业绩表现理想,带动科技股走势向上,纳指逆市上升。美元走势回软,金价低位反弹,油价亦受供应受阻消息带动而上升,美国十年期债息回落至0.77厘水平。港股预托证券大致向好,预料大市早段跟随高开。
内地股市止跌回稳,沪综指收市上升0.1%,沪深两市成交继续疲弱。
港股跟随外围向下,指数一度急跌超过300点,其後跌幅收窄。龙头科网股表现强势,汇控(00005.HK)业绩胜预期,有助稳定大市表现。市场焦点继续集中蚂蚁集团(06688.HK)招股活动身上,预料大市短期仍难突破,维持於24,200至25,000点水平上落。
另陆金所将发行1.75亿股ADS,每股发行价11.5至13.5美元,集资最多约23.63亿美元。陆金所的主营业务为财富管理与零售信贷。两大业务分别在中国非传统金融机构市场中排名第二和第三名。招股书显示,陆金所零售信贷业务由旗下平安普惠提供,财富管理业务由陆金所平台提供。
截至2020年9月底,促成零售信贷总余额达5,358亿元人民币,财富管理规模达3,783亿元人民币。过去三年陆金所的营收和净利均实现大幅增长,2019年营收增长到478亿元人民币,复合年均增长率达31.1%;净利润增长至133亿元人民币,复合年均增长率达48.6%。2020年上半年公司营收达257亿元人民币,净利润为73亿元人民币,按年下降2.8%。
根据国际第三方谘询机构Oliver Wyman数据,陆金所零售信贷业务和财富管理业务分别在非传统金融机构市场规模位列第二及第三。中国平安持有陆金所42.3%股权,上市有助释放有关价值,带动股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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