郭家耀: 觀望監管消息港股料反覆 明源雲(00909.HK)增持附屬料利好
正榮金融業務部副總裁郭家耀稱,美股上周五(6日)個別發展,美國非農業新增職位數據遠超預期,帶動大市向好,道指及標普500指數再創收市新高,科技股高位有回調,納指輕微偏遠。美元走勢向上,美國十年期債息回升至1.31厘水平,金價及油價則反覆偏軟。港股預託證券普遍向下,預料大市早段跟隨低開。
內地股市上周五下跌,滬綜指低開低走,收市下跌0.2%,滬深兩市成交額繼續過萬億元人民幣水平。
港股上周五好淡爭持,指數在26,000點水平上落,成交進一步減少。投資者繼續觀望監管政策消息,市場氣氛謹慎。預料指數進一步反彈空間有限,大致維持於25,800至27,000點水平上落。
另明源雲(00909.HK)日前公布斥資5.98億元人民幣增持深圳市明源雲客電子商務約29.9%股權至100%,成為間接全資附屬。集團指深圳市明源雲客電子商務從事主要SaaS產品雲客的提供,為房地產開發商提供創新的數字化營銷及案場管理工具,以產生銷售線索、辨識潛在物業買家、促進合約簽立及按金付款,並管理售樓處的整體營運,去年度盈利約1.37億元人民幣,資產淨值約1.97億元人民幣。收購市盈率約14.6倍,市賬率約10.1倍,增持可消除與少數股東的溝通成本、預期收購可改善應佔業績及整體股東回報,以及優化其業務及產品佈局。
集團為在不斷變遷的SaaS行業中取得更有利的定位,已著手調整今年產品佈局,將需相應重新部署及調整目前分散於不同產品公司的僱員及業務分部,通過收購可以更有效率地進行有關計劃。市場對有關收購反應正面,長遠有利公司在房地產SaaS行業進一步發展。
(筆者為證監會持牌人,沒持有上述股份)~
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