郭家耀: 港股短期料難突破 萬洲(00288.HK)回購方案利好
正榮金融業務部副總裁郭家耀稱,美股周二個別發展,市場觀望通脹數據表現,大市走勢缺乏方向,三大指數收市升跌不一。美元低位略為反彈,金價持續偏軟,油價繼續向好。美國十年期債息回落至1.53厘水平,港股預託證券個別發展,預料大市早段缺乏方向。
內地股市回落,滬綜指高開低走,收市下跌0.5%,滬深兩市成交額亦略為增加。
港股走勢反覆,指數繼續受制29,000點阻力,股份傾向個別發展,大市成交持續清淡。市場觀望外圍經濟數據表現,預期大市短期缺乏突破能力,指數繼續於28,500至29,500點水平上落。
另萬洲國際(00288.HK)宣布向股東提出有條件現金要約,要約價每股7.8元,較公司停牌前有14.6%溢價。公司擬註銷最多19.17億股股份,佔已發行股本13%,倘要約獲全面接納,總代價為149.52億元,部分將以內部資源支付,大部分則以信貸撥付。公司控股股東萬隆及管理層已承諾不會接納回購要約,目前其總持股量為34.14%,假設回購獲其他股東全面接納,萬隆及一致行動人士持股量可增至39.24%,而公眾股東持股則由現時的65.86%降至約60.76%。由於控股股東集團增持量超出一年最多2%的上限,因此須向監管機構申請清洗豁免。
公司亦須召開臨時股東大會,獲獨立股東逾50%票數批准要約,以及至少75%票數批准清洗豁免,上述回購計劃方可落實。萬洲表示公司的股東應佔權益由2014年底的51.3億美元,增至去年底的100.05億美元,目前公司預計不會有任何重大資本支出。計及今年7月擬派付的2020年末期股息合共約2.38億美元,以及日常業務所需的資金後,透過回購來向股東返還資本合理。回購可為股東提供機會出售持股變現,或藉保留股權以增加持股比例。此外,萬洲指出考慮到目前市場上偏低的借貸成本,認為透過借貸以提供大部分資金來優化公司資本架構,符合股東及公司整體利益,可提高每股盈利並降低資金成本。預料今次回購方案獲通過的機會較大,對公司股價帶來正面影響。
(筆者為證監會持牌人,沒持有上述股份)~
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