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郭家耀: 市場審慎港股料反覆 創銀(01111.HK)私有化值得支持
阿思達克 08-27 09:45
正榮金融業務部副總裁郭家耀稱,美股周四(26日)表現向下,聯儲局官員贊成逐步推出縮減買債計劃,影響大市氣氛,三大指數均錄得跌幅收市。美元走勢向好,油價連日回落,金價溫和向上,美國十年期債息上升至1.35厘水平。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市下滑,滬綜指低開低走,收市下跌1.1%,滬深兩市成交額繼續暢旺。 港股跟隨內地股市回落,指數反覆下滑,一度急跌至25,200點水平,尾市跌幅稍為收窄,成交額則有所減少。整體大市氣氛仍然謹慎,投資者觀望央行年會消息,預料指數繼續於25,000至26,000點水平上落。 另創興銀行(01111.HK)獲母公司越秀集團提出私有化,每股作價20.8元,涉及總代價約50.96億元。越秀集團目前持有創興銀行約75%股權,私有化作價較去年底創興銀行每股淨資產23.14元,折讓約10.1%,相當於市賬率約0.9倍,以目前本地銀行股估值而言,相當有吸引力。創興銀行計劃在內地發展新核心業務,以提升全國性銀行的地位,估計未來數年需要龐大股本資金,若發行大量新股集資,將攤薄公司資產淨值及每股盈利。 另一方面,創銀股份流動性長時間偏低,私有化亦可讓股東變現。按條例要求,創興銀行將召開特別股東大會,私有化議案須獲逾75%的已投票獨立股東通過,以及反對票數不超過總獨立股東的10%方可落實。今次私有化作價吸引,值得支持方案。 (筆者為證監會持牌人,沒持有上述股份)~
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