郭思治: 疫情复苏前景明朗 影业低估值有望凭新经济修复 看好寰亚传媒(08075.HK)
香港股票分析师协会副主席郭思治称,受疫情影响,戏院关闭、演唱会取消、影视作品发行推迟,影业成为受重创的行业之一,估值无疑被低估。但2021年疫苗在全球范围内的量产与接种,经济复苏趋势明朗,人们的娱乐需求有望在疫情後呈现反弹,为影业带来可观的收入。同时,随着港股市场有北水涌港,刺激恒生指数一度触及30,135点,以腾讯(00700.HK)为首的手游业务公司股价已迎来反弹,影业有望在大市良好的投资氛围中迎来估值修复,其中看好影业龙头寰亚传媒(08075.HK)。
植根香港影视娱乐业的寰亚传媒在电影与电视制作、艺人管理与培养、唱片制作与发行等领域拥有雄厚的实力,拥有储备资源以应对疫情後人们爆发式的娱乐需要。
寰亚传媒18日宣布贷款资本化协议、回补发售及配售协议已落实达成。根据贷款资本化,寰亚传媒合共发行26.875亿股新股份,其中约4121.7万股资本化股份已就其各自的回补保证配额的有效申请配发予回补合资格股东,约18.775亿股资本化股份由丰德丽的一间附属公司按丰德丽指示承购。值得留意的是,约7.69亿股资本化股份由配售代理根据配售协议的条款及条件配售予不少於六名承配人,意味公司股东组成更多元化,有可能注入不同类型的合作,发挥公司新动力。
顺带一提,网上娱乐行业成风,短视频及电商直播成为新潮流。不久前上市的云想科技(02131.HK)申购火爆,上市首日股价盘中大涨34%,成绩理想,为投资者带来良好的回报。市传已通过聆讯的快手亦获得广泛投资者问询。寰亚传媒具有庞大艺人资源及媒体渠道,会否趁着这个势头加入短视频及社交电商行列发展下去?寰亚传媒12日发表公告内指出「继续积极拓展寰亚传媒集团之内容制作业务,尤其是与社交媒体电子商贸有关之内容」,单凭这句或者可以略知一二。现价吸引,值得观望和期待。
(笔者为证监会持牌人)~
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