郭家耀: 長假前夕港股料拉鋸 中匯集團(00382.HK)職教前景可期
安里資產管理董事總經理郭家耀稱,美股周三(22日)繼續向好,投資者觀望疫情變化,加上社保民生方案獲得國會通過,利好大市氣氛,三大指數均錄得升幅收市。美元走勢回落,油價先跌後回升,金價表現靠穩,美國十年期債息維持於1.45厘水平。港股預託證券普遍靠穩,預料大市早段跟隨外圍高開。內地股市個別發展,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額略為增加。
外圍反彈帶動,港股繼續低位回升,但成交未算配合,不足1,000億元水平。假期前夕投資者取態審慎,預料短線指數未有太大突破,維持於22,800至23,500點水平上落。
另中匯集團(00382.HK)日前公布向南寧宇卓琴教育收購持有廣東華商技工學校的廣東太陽城實業全部股權,現金代價1.5億元人民幣。集團表示廣東太陽城實業所持私立非企業單位民營學校,從事提供中等職業培訓服務,由2019/2020學年的約2,200人增加約45%至2020/2021學年的約3,200人,並進一步增至2021/2022學年的約5,400人,增幅約達69%;並開辦13個主要專業包括幼兒教育、醫藥營銷、美容保健和電子商務等。集團認為收購將帶來中等職業培訓服務市場增長潛力,從而實現更多元、更高速之收益增長;並補充集團現有之學校網絡,這將使集團能夠進一步擴大學校資產組合,為集團現有業務實現重要橫向擴展。
目前中匯的非學歷職業教育佔比仍低,但將會成為一個新的主營業務,集團希望未來五年內,非學歷職業教育佔比能達20%。中匯一直專注高等及職業教育,行業受政策支持,前景繼續樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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