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郭家耀: 美股續破頂港股料反覆 中匯集團(00382.HK)併購利好
阿思達克 12-09 09:38
正榮金融業務部副總裁郭家耀稱,美股周二(8日)再度破頂,新紓困方案談判未有進展,市場對疫苗推出消息反應正面,三大指數低開高走,齊創收市新高水平。美元低位稍為反彈,金價走勢向好,油價則輕微偏軟,美國十年期債息維持於0.92厘水平。港股預託證券大致向好,預料大市早段跟隨外圍高開。

內地股市個別發展,滬綜指收市下跌0.2%,滬深兩市成交額進一步縮減。

港股反覆偏軟,指數繼續受金融股拖累,大市成交亦保持清淡。市場焦點轉投新股活動,資金亦追逐個別新經濟股,預料指數短期維持上落格局,繼續於26,000至27,000點水平徘徊。

另中匯集團(00382.HK)日前公布以7.5億元人民幣(下同)收購四川新概念教育投資及成都育德後勤管理各51%股權。四川新概念教育投資持有兩間學院,分為提供全日制高等職業教育的四川技師學院及提供全日制技工預備培訓及短期職業技能培訓等的四川職業學院,成都育德後勤從事為學校提供後勤管理服務、物業管理、教育資訊諮詢及組織文化交流活動。

所購業務於去年度純利約7,973萬元,按年升13%,收入約2.83億元,按年增長9.7%,而於9月底資產淨值約9.4億元。由此推算,收購作價估值約18.4倍市盈率及1.56倍市賬率。集團將通過結構性合約控制運營公司,並享有運營公司產生的經濟利益。至於收購代價將由內部資源包括及外部銀行借款提供資金。收購將補充現有學校網絡,能夠進一步擴大學校資產組合,為現有業務重要橫向擴展,長遠有利發展前景。

(筆者為證監會持牌人,沒持有上述股份)~

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