郭家耀: 憂監管港股或下試22,800 螞蟻整改近完成利阿里(09988.HK)估值
安里資產管理董事總經理郭家耀稱,美股周三(29日)個別發展,投資者對經濟展望樂觀,帶動道指及標普500指數再創收市新高。債息走勢向上,拖低科技股表現,納指逆市向下。美元先升後回,美國十年期債息上升至1.55厘水平,金價表現向下,油價走勢靠穩。港股預託證券普遍向下,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0.9%,滬深兩市成交略為縮減。
港股連日反彈後出現回吐,新經濟股及內房股表現受壓拖低大市,指數險守23,000點水平,成交繼續清淡。投資者憂慮監管消息及內地宏觀經濟前景,年結前市況難有太大改善,預料指數進一步下試22,800點支持,上方阻力在23,500點水平。
螞蟻集團旗下重慶螞蟻消費金融增資引入新投資者,包括舜宇光學(02382.HK)、網易(09999.HK)旗下博冠科技、重慶市國資委旗下渝富資本、以及中國信達(01359.HK)。重慶螞蟻消費金融主營業務為發放個人消費貸款,擬增發註冊資本220億元人民幣(下同),將其註冊資本由80億元擴大至300億元。其中,螞蟻集團出資110億元,維持50%股權。現有股東中,中國信達及魚躍醫療參與是次增資。中國信達原本通過南商行持有15%,今次以中國信達名義進入股東名單,出資60億元認購20%;計及南商行的股份,中國信達合計持股增至24%,兩輪合計出資金額達72億元,僅次於螞蟻集團成為第二大股東。魚躍醫療出資10.97億元,維持4.99%權益,兩輪合共斥資14.96億元。舜宇斥18億元,取得6%股權,網易旗下博冠科技斥13.22億元,獲得4.4%,重慶市國資委旗下渝富資本則以7.8億元認購2.6%權益。部分現有股東未參與增資,持股遭到攤薄。
今年6月至9月,重慶螞蟻消費金融收入為2.91億元,除稅後虧損5.25億元,資產總值達600.98億元,資產淨值則為74.75億元。經過今次增資,預料螞蟻的整改已接近完成,焦點將可重新放在業務身上,並逐步推進IPO的重啟,有助阿里(09988.HK)的估值回升。
(筆者為證監會持牌人,沒持有上述股份)~
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