郭家耀: 大市短期不明朗因素多 股份倾向个别发展
正荣金融业务部副总裁郭家耀称,美股周四走势向好,宏观经济数据表现理想,加上投资者憧憬企业业绩表现强劲,三大指数均录得升幅收市,当中以科技股走势最强。美元表现向好,拖累油价及金价走势向下,美国十年期债息回升至0.83厘水平。港股预托证券大致向好,预料大市早段跟随外围高开。内地股市走势平稳,沪综指微升0.1%,沪深两市成交额继续增加。港股跟随外围向下,指数一度跌幅超过400点,其後在科网龙头股带领下,跌势大为收窄,大市短期不明朗因素仍然较多,股份倾向个别发展为主,预料指数将维持於24,000至25,000点水平上落。
港华燃气(1083)宣布将投资47亿元人民币於上海燃气,占增资後注册资本的25%,於交割後,港华燃气及申能集团将分别持有上海燃气25%及75%股权。港华燃气亦与上海燃气订立深化合作协议,在两年内上海燃气入股港华燃气25%。港华燃气表示,是次战略性投资将令港华燃气及其母公司中华煤气(0003)在内地的管道气网延伸至上海,集团覆盖的内地客户数目也大增至4,000万,同时可为集团带来稳定及低成本的天然气供应,与集团的固有业务创造协同效应,在全国的能源布局上带来积极正面作用。而是次所签订的协议将须获得相关国家部门审批才生效。上海燃气现为上海市国有独资企业申能集团的全资附属公司,为上海市的主要能源供应商,於当地天然气市场的占有率超过九成,拥有630万户天然气客户,去年售气量为93.8亿立方米,并拥有液化天然气接收站和长达2.5万公里的管网。投资上海燃气有助改善市场对港华燃气近年缺乏发展的印象,预料对股价应有正面影响。
(笔者为证监会持牌人仕,没持有上述股份)~
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