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郭家耀: 「抽水」频繁窒碍港股气氛 美团(03690.HK)配售反应佳续受关注
阿思达克 04-22 09:17
正荣金融业务部副总裁郭家耀称,美股周三(21日)表现向上,美国总统拜登计划再推出刺激经济方案,带动大市气氛回暖,三大指数均录得升幅收市。美元走势继续偏弱,美国十年期债息维持於1.56厘水平,金价走势向好,油价持续受压。港股预托证券普遍向上,预料大市早段跟随高开。内地股市个别发展,沪综指低开高走,收市微跌不足一点,沪深两市成交额有所减少。

港股表现回落,指数一度低见28,500点水平,尾市跌幅稍为收窄,大市成交继续清淡。市场集资活动频繁,对大市气氛有一定影响,预料短期市况难有太大突破,指数继续於28,000至29,000点水平上落。

另美团(03690.HK)公布大规模集资计划,首先以先旧後新方式向市场配售1.87亿股B类股份,每股配售价273.8元,定价接近指导价上限范围,集资近66亿美元。其次,腾讯(00700.HK)透过私人配售,认购4亿美元股份。两宗配股集资额合共达70亿美元,并设有90日禁售期。同时,美团发行30亿美元零息可换股债券,债券分别为6年期及7年期,可於2025年及2026年提前赎回,发行规模各为15亿美元,初步换股价有55%至60%的溢价。

消息指美团筹得资金将大力投入社区团购及科技创新,尤其是无人配送等科技研发。早前业绩电话会议中,美团首次披露无人配送试行的进展。疫情期间,美团在北京顺义区营运无人配送,完成1.5万多个订单,亦在深圳测试无人机的空中配送。市场预算美团今年在社区团购将投资200亿元人民币,早前内地媒体报导指,农历新年後,美团优选的订单量稳定,每日约2,300万张,今年GMV目标为2,000亿元人民币,领先对手拼多多(PDD.US)的多多买菜及兴盛优选。美团配售反应良好,反映市场认同公司策略,腾讯增持亦提升市场信心,未来社区团购的业务数据将会愈来愈受投资者重视,需要密切关注。

(笔者为证监会持牌人,没持有上述股份)~

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