郭家耀: 科網股向下壓抑大市 港華燃氣(01083.HK)轉型前景樂觀
安里資產管理董事總經理郭家耀稱,美股周三(27日)個別發展,大市早段繼續受企業業績消息帶動,道指及標普500指數一度破頂,其後由高位回落收市,科技股表現靠穩,納指走勢持平。美元反覆偏軟,美國十年期債息回落至1.54厘水平,金價反覆造好,油價高位有回吐。港股預託證券走勢個別發展,預料大市早段溫和低開。內地股市下滑,滬綜指低開低走,收市下跌0.9%,滬深兩市成交額繼續破萬億元人民幣水平。
港股昨日顯著下滑,指數低開後跌幅進一步擴大,科網股表現向下,成為跌市元兇,大市成交繼續淡靜。市場憂慮宏觀經濟前景,加上監管消息揮之不去,影響大市氣氛,預料指數或下試25,000點支持,上方阻力在26,000點水平。
另港華燃氣(01083.HK)獲私募基金Affinity Equity Partners投資28億元,認購協議分為兩部分,一是發行1.16億新股,佔擴大後股本3.7%,配售價每股5元,較停牌前折讓2.9%,集資5.83億元。另一部分是發行可換股債券,換股價6.33元,集資18.35億元,若悉數換股後為3.5億股,佔擴大後股本9.98%。交易設有兩年禁售期。計及配售和悉數換股後,中華煤氣持股將由68.51%降至59.39%。
智慧能源包括光伏、儲能、能效管理、碳交易、電力交易等,今年目標是建設30個零碳園區、光伏裝機量達2GW,現時已有25個園區,相信達標不難。長遠而言,公司期望2025年零碳園區達200個、光伏裝機量達15GW。管理層估計,屆時城市燃氣和智慧能源將各佔整體盈利一半。今次發展為公司重要里程碑,通過科技創新,加入內地能源轉型的行列,發展前景樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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