郭家耀: 港股反彈後料再遇阻 中彙集團(00382.HK)未受教育國策影響
正榮金融業務部副總裁郭家耀稱,美股上週五(7月30日)走勢回落,科技股業績未如理想,拖累大市氣氛,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息下跌至1.22釐水平,金價表現偏軟,油價繼續向好。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市上週五下滑,滬綜指低開低走,收市下跌0.4%,滬深兩市成交額繼續活躍。
港股上週五再度回落,指數跌穿26,000點水平,成交略爲減少。投資者繼續憂慮監管消息,市場恐慌情緒未平復下,大市在技術反彈過後再遇阻力,預料指數難望升穿26,200點水平,下方支持在25,000點附近。
另中彙集團(00382.HK)公佈首三季度業務報告,期內收入9.01億元人民幣(下同),按年增長47.9%,其中職業教育業務的收入按年增長270%,增長勢頭強勁主要原因是華商學院和華商職業學院在校學生人數及在校學生平均學費,以及新併購學校城市職業學院及城市技師學院產生的收入上升,加上集團更加專注向學生提供其他職業教育服務所致。毛利增長50.3%至約4.49億元,毛利率提升0.8個百分點至49.9%,主要原因是在校學生人數及平均學費上升,以及採取各種成本控制措施帶動。收購四川學校的財務業績已於今年1月開始併入集團,期內5個月的貢獻,帶動職業教育業務強勁增長。雖然近日教育股受政策因素影響而大幅調整,但中匯業務未受影響,而且高等及職業教育政策風險較低,現價有吸納價值。
(筆者爲證監會持牌人,沒持有上述股份)~
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