You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭家耀: 「抽水」頻繁窒礙港股氣氛 美團(03690.HK)配售反應佳續受關注
阿思達克 04-22 09:17
正榮金融業務部副總裁郭家耀稱,美股周三(21日)表現向上,美國總統拜登計劃再推出刺激經濟方案,帶動大市氣氛回暖,三大指數均錄得升幅收市。美元走勢繼續偏弱,美國十年期債息維持於1.56厘水平,金價走勢向好,油價持續受壓。港股預託證券普遍向上,預料大市早段跟隨高開。內地股市個別發展,滬綜指低開高走,收市微跌不足一點,滬深兩市成交額有所減少。

港股表現回落,指數一度低見28,500點水平,尾市跌幅稍為收窄,大市成交繼續清淡。市場集資活動頻繁,對大市氣氛有一定影響,預料短期市況難有太大突破,指數繼續於28,000至29,000點水平上落。

另美團(03690.HK)公佈大規模集資計劃,首先以先舊後新方式向市場配售1.87億股B類股份,每股配售價273.8元,定價接近指導價上限範圍,集資近66億美元。其次,騰訊(00700.HK)透過私人配售,認購4億美元股份。兩宗配股集資額合共達70億美元,並設有90日禁售期。同時,美團發行30億美元零息可換股債券,債券分別為6年期及7年期,可於2025年及2026年提前贖回,發行規模各為15億美元,初步換股價有55%至60%的溢價。

消息指美團籌得資金將大力投入社區團購及科技創新,尤其是無人配送等科技研發。早前業績電話會議中,美團首次披露無人配送試行的進展。疫情期間,美團在北京順義區營運無人配送,完成1.5萬多個訂單,亦在深圳測試無人機的空中配送。市場預算美團今年在社區團購將投資200億元人民幣,早前內地媒體報導指,農曆新年後,美團優選的訂單量穩定,每日約2,300萬張,今年GMV目標為2,000億元人民幣,領先對手拼多多(PDD.US)的多多買菜及興盛優選。美團配售反應良好,反映市場認同公司策略,騰訊增持亦提升市場信心,未來社區團購的業務數據將會愈來愈受投資者重視,需要密切關注。

(筆者為證監會持牌人,沒持有上述股份)~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account