郭思治: 大市拉鋸屬待變格局
香港股票分析師協會副主席郭思治稱,大市經過連續兩天拉鋸後,昨日再呈反覆,恆指昨先低開35點至28,992點,其後曾再進一步急回247點至28,780點,惟維穩買盤開始滲著入市,故大市得以止跌回升,恆指更一度倒升153點至29,180點,但礙於買盤不繼,故市勢亦漸轉反覆,大部分時間均是拉鋸於29,000點左近,論形態該屬待變格局,恆指最後報收29,016點,較上日微跌11點,而全日總成交金額則進一步減縮至1,415億元,從走勢上看,目前大市正位於本月波幅之中間(3日之高位29,912點跌至9日之低位29,326點)論形態該處待變之格局。
智欣集團控股有限公司(02187.HK)為廈門市最大的預拌混凝土製造及供應商。據行業報告,於2019年,集團旗下預製混凝土構件的產量分別佔福建省及廈門市的市場份額約15.4%及88.8%,預拌混凝土的產量則佔廈門市市場份額約7.2%。另財務數據顯示,2017年至2019年間,智欣集團總收入分別為4億元、5.11億元及5.91億元人民幣,複合年增長為13.94%,同期錄得的淨利潤分別為1224萬元、2737萬元及4182.2萬元人民幣,復合年增長率為50.62%。
智欣集團朝招股獲基石投資者支持,個人投資者是王苗,乃美團王興他爹,另機構投資者為特納斯公司,乃屬三一重工旗下,兩者在業內均有豐富經驗,能成為基石投資者乃對集團有信心。智欣集團於3月16日至19日公開招股,總發行1.87億股,其中90%為配售,10%為公開發售,招股價為1.50元,每手8000股,即市值約為11.22億元,市盈率約24.12倍。踏入2021年,國內該有龐大基建逐步啟動,對混凝土的需求該不少。另外,智欣集團招股價是固定的,似已有某種部署,入場費亦高達12,120.92港元,在小市值股份中少見。或者上市後之流量可能歸邊,有利股價推升。(筆者為證監會持牌人)~
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