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郭家耀: 市場憂慮加息港股續弱 碧服(06098.HK)三大承諾穩市場信心
安里資產管理董事總經理郭家耀稱,美股上周五(17日)急挫,投資者憂慮環球掀起加息潮,加上新變種病毒繼續肆虐,拖累大市向下,三大指數均錄得顯著跌幅收市。避險情緒升溫,美元表現向上,美國十年期債息下跌至1.4厘水平,金價表現向好,油價走勢向下。港股預託證券個別發展,預料大市早段跟隨外圍低開。內地股市上周五下跌,滬綜指低開低走,收市下跌1.1%,滬深兩市成交額繼續活躍。 港股表現持續疲弱,市場憂慮加息影響新經濟股估值水平,拖累大市向下,指數跌至年多以來新低水平,成交亦相當活躍。整體市場氣氛繼續審慎,指數或再考驗23,000點支持,上方阻力在24,000點水平。 另世茂擬將所屬的物業管理業務相關公司、資產、負債和業務全部出售給關聯方世茂服務(00873.HK),交易轉讓價格為16.54億元人民幣。市場關注內房公司流動性緊張,令旗下的物管公司成為融資工具,消息令一眾物管公司股價顯著調整。碧桂園服務(06098.HK)為市場派定心丸,承諾六個月內不會在公開市場進行配售新股,公司及其附屬公司與碧桂園集團預計不會發生對價超過2億元人民幣的重大資產出售或收購交易,但已由董事會或股東會批准的持續關連交易仍會如常進行。另外,公司控股股東亦承諾六個月內不會出售公司股份。儘管行業消息繼續利淡,但碧桂園服務的一舉一動讓投資者看在眼裡,增添對其前景的信心。 (筆者為證監會持牌人,沒持有上述股份)~
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