郭思治: 疫情復甦前景明朗 影業低估值有望憑新經濟修復 看好寰亞傳媒(08075.HK)
香港股票分析師協會副主席郭思治稱,受疫情影響,戲院關閉、演唱會取消、影視作品發行推遲,影業成為受重創的行業之一,估值無疑被低估。但2021年疫苗在全球範圍內的量產與接種,經濟復蘇趨勢明朗,人們的娛樂需求有望在疫情後呈現反彈,為影業帶來可觀的收入。同時,隨著港股市場有北水湧港,刺激恆生指數一度觸及30,135點,以騰訊(00700.HK)為首的手遊業務公司股價已迎來反彈,影業有望在大市良好的投資氛圍中迎來估值修復,其中看好影業龍頭寰亞傳媒(08075.HK)。
植根香港影視娛樂業的寰亞傳媒在電影與電視製作、藝人管理與培養、唱片製作與發行等領域擁有雄厚的實力,擁有儲備資源以應對疫情後人們爆發式的娛樂需要。
寰亞傳媒18日宣布貸款資本化協議、回補發售及配售協議已落實達成。根據貸款資本化,寰亞傳媒合共發行26.875億股新股份,其中約4121.7萬股資本化股份已就其各自的回補保證配額的有效申請配發予回補合資格股東,約18.775億股資本化股份由豐德麗的一間附屬公司按豐德麗指示承購。值得留意的是,約7.69億股資本化股份由配售代理根據配售協議的條款及條件配售予不少於六名承配人,意味公司股東組成更多元化,有可能注入不同類型的合作,發揮公司新動力。
順帶一提,網上娛樂行業成風,短視頻及電商直播成為新潮流。不久前上市的云想科技(02131.HK)申購火爆,上市首日股價盤中大漲34%,成績理想,為投資者帶來良好的回報。市傳已通過聆訊的快手亦獲得廣泛投資者問詢。寰亞傳媒具有龐大藝人資源及媒體渠道,會否趁著這個勢頭加入短視頻及社交電商行列發展下去?寰亞傳媒12日發表公告內指出「繼續積極拓展寰亞傳媒集團之內容製作業務,尤其是與社交媒體電子商貿有關之內容」,單憑這句或者可以略知一二。現價吸引,值得觀望和期待。
(筆者為證監會持牌人)~
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