郭家耀: 內地限產短期添壓 港股或下試23,800支持
獨立股評人郭家耀稱,美股上周五(24日)個別發展,大市早段低開後逐步回升,在能源及金融股帶領下,道指及標普500指數均錄得溫和升幅收市,科技股逆市下跌,納指收市表現略為向下。美元走勢偏軟,美國十年期債息上升至1.46厘水平,金價及油價反覆造好。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,滬綜指高開低走,收市下跌0.8%,滬深兩市成交額略為縮減。
港股近日表現向下,市場繼續憂慮恆大債務危機對整體經濟影響,加上限產政策對短期經濟構成壓力,指數再度下試24,000點支持。市場觀望今周宏觀經濟數據表現,以及恆大(03333.HK)事件的去向,預料指數或進一步下試23,800點支持,上方阻力在24,800點附近。
另碧桂園服務(06098.HK)公布,以不逾100億元人民幣的代價向富力物業收購富良環球,由此間接收購富良環球所持之各目標公司廣州天力集團、天津華信及大同恆富的100%股權。目標公司為綜合物業管理服務提供者,在中國提供物業管理服務及商業營運服務。完成後,集團將持有富良環球100%股權,並間接持有各目標公司100%股權,而富良環球、富力物業服務香港、廣州富星及目標公司將成為集團的附屬。公司指出收購將補充集團的業務,加強其特定區域,主要集中在中國一線、新一線及二線城市之優勢,並進一步擴大集團業務的規模和覆蓋範圍,提高公司在區域的規模經濟效應,同時促進集團於商業物業管理的發展。在行業艱難時期,碧桂園服務繼續透過併購增加市場份額,對往後業績增長大有幫助,股價由高位下調甚多,值得趁低吸納。
(本人沒持有上述股份)~
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