郭家耀: 騰訊(00700.HK)大股東配股短線利淡 港股料28,000有較大支持
正榮金融業務部副總裁郭家耀稱，美股周三(7日)窄幅上落，三大指數收市個別發展，標普500指數再創收市新高，道指及納指則輕微偏軟。聯儲局公布3月份議息會議紀錄，重申繼續推行寬鬆貨幣政策，有助大市氣氛。美元反覆向好，美國十年期債息回升至1.67厘水平，金價及油價走勢偏軟。港股預託證券普遍偏軟，預料大市早段跟隨低開。
內地股市反覆偏軟，滬綜指收市下跌3點，滬深兩市成交額增加至7,400億元人民幣水平。
港股昨日先升後跌，指數一度高見29,100點水平，其後新經濟股及金融股受壓下，大市由升轉跌。收市後傳出騰訊(00700.HK)大股東配售股份消息，短線利淡大市表現，預料指數在28,000點有較大支持，反彈阻力在29,000點附近。
另港交所(00388.HK)就完善海外發行人上市制度改革諮詢市場，建議簡化海外發行人來港上市制度，統一股東保障標準，確保所有投資者得到一致的保障，同時擴闊第二上市制度，容許經營傳統行業而沒有採用不同投票權(WVR)架構的海外上市的大中華公司申請上市，並給予雙重主要上市的發行人更大靈活性，可沿用既有的WVR架構及可變利益實體(VIE)架構。
根據建議，未來申請第二上市，且無採用WVR架構的中資概念股，將放寬至所有企業，不再規限於「創新產業公司」，惟WVR中概股仍要證明其屬「創新產業公司」。同時上市時最低市值要求也有所降低，目前要求是最低市值400億元，或者是最近一個財年收益至少10億元及100億元市值。建議優化後，要求被降低至上市時市值100億元或具5個財年紀錄及市值至少30億元，惟在合資格交易所上市至少兩個財年的規定不變。
另外，建議同時給予雙重主要上市的發行人更大靈活性，計劃來港作雙重主要上市的「獲豁免的大中華發行人」及「非大中華發行人」，將可保留既有的WVR及VIE架構，毋須為完全符合《上市規則》及指引而改變架構。港交所相信，這次提出簡化相關規定及優化上市制度的建議，將吸引更多希望從香港的高流動性金融市場受益的國際與中國內地公司，同時確保維持香港市場的質素和高水平的股東保障制度。有關建議將有助更多中概股回流掛牌，對提升整體交投量及維持港交所集資地位有正面幫助。
(筆者為證監會持牌人，沒持有上述股份)~
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