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郭家耀: 港股短期料难突破 万洲(00288.HK)回购方案利好
正荣金融业务部副总裁郭家耀称,美股周二个别发展,市场观望通胀数据表现,大市走势缺乏方向,三大指数收市升跌不一。美元低位略为反弹,金价持续偏软,油价继续向好。美国十年期债息回落至1.53厘水平,港股预托证券个别发展,预料大市早段缺乏方向。

内地股市回落,沪综指高开低走,收市下跌0.5%,沪深两市成交额亦略为增加。

港股走势反覆,指数继续受制29,000点阻力,股份倾向个别发展,大市成交持续清淡。市场观望外围经济数据表现,预期大市短期缺乏突破能力,指数继续於28,500至29,500点水平上落。

另万洲国际(00288.HK)宣布向股东提出有条件现金要约,要约价每股7.8元,较公司停牌前有14.6%溢价。公司拟注销最多19.17亿股股份,占已发行股本13%,倘要约获全面接纳,总代价为149.52亿元,部分将以内部资源支付,大部分则以信贷拨付。公司控股股东万隆及管理层已承诺不会接纳回购要约,目前其总持股量为34.14%,假设回购获其他股东全面接纳,万隆及一致行动人士持股量可增至39.24%,而公众股东持股则由现时的65.86%降至约60.76%。由於控股股东集团增持量超出一年最多2%的上限,因此须向监管机构申请清洗豁免。

公司亦须召开临时股东大会,获独立股东逾50%票数批准要约,以及至少75%票数批准清洗豁免,上述回购计划方可落实。万洲表示公司的股东应占权益由2014年底的51.3亿美元,增至去年底的100.05亿美元,目前公司预计不会有任何重大资本支出。计及今年7月拟派付的2020年末期股息合共约2.38亿美元,以及日常业务所需的资金後,透过回购来向股东返还资本合理。回购可为股东提供机会出售持股变现,或藉保留股权以增加持股比例。此外,万洲指出考虑到目前市场上偏低的借贷成本,认为透过借贷以提供大部分资金来优化公司资本架构,符合股东及公司整体利益,可提高每股盈利并降低资金成本。预料今次回购方案获通过的机会较大,对公司股价带来正面影响。

(笔者为证监会持牌人,没持有上述股份)~

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