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郭家耀: 互聯網龍頭業績遜 港股或下試24,800
阿思達克 11-19 09:49
安里資產管理董事總經理郭家耀稱,美股周四個別發展,道指早段一度急挫超過200點,收市跌幅顯著收窄,科技股表現向好,帶動標普500指數及納指反覆回升。美元走勢回落,美國十年期債息維持於1.58厘水平,金價及油價反覆下滑。港股預託證券普遍下跌,預料大市早段跟隨低開。內地股市下跌,滬綜指低開低走,收市下跌0.4%,滬深兩市成交額增加至1.1萬億元水平。 港股表現回落,新經濟股業績不濟,加上配股消息眾多,影響大市氣氛,指數低見25,200點水平,尾市跌幅稍為收窄,大市成交繼續清淡。市場繼續憂慮行業監管消息,加上互聯網龍頭業績未如理想,將拖累指數下試24,800點水平,上方阻力在25,500點附近。 另越秀交通基建(01052.HK)計劃以湖北武漢漢孝高速公路為基礎資產發行公募REIT,並分拆於深圳證券交易所上市,有關申請近日獲得深交所及中國證監會批准。此次發行基礎設施公募REIT的漢孝高速項目位於中國中部湖北武漢,是福銀高速的重要組成部分,同時連通京港澳高速和滬蓉高速,是武漢西北方向放射性通道,毗鄰武漢天河國際機場。越秀交通分拆漢孝高速發行REIT,回籠前期投入資金,有助於維持上市公司合理的負債比率和投資級信用評級。越秀交通作為基金單位持有人,亦可獲取REIT分紅從而繼續受益於優質公路項目的業績和前景。 同時,越秀交通可以為REIT資產提供營運管理服務,從而獲得可持續的收入,業務結構由重資產經營轉變為輕資產與重資產並舉。越秀交通分拆後回收資金,會投向成熟項目的改擴建,可大幅延長項目的剩餘收費期限,使公司資產組合的整體生命周期得以延長,並促進核心收費公路資產釋放增長潛力,提升股東回報。 (筆者為證監會持牌人,沒持有上述股份)~
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