郭家耀: 關注東歐政局外圍波動 恆大(03333.HK)潛在重組有進展
安裏資產管理董事總經理郭家耀稱,美股週二(25日)繼續大幅波動,市場關注烏克蘭政局緊張,加上觀望聯儲局議息結果,道指一度急跌超過800點,尾市跌幅顯着收窄。科技股走勢向下,標普500指數及納指跌幅較爲顯着。美元走勢向好,美國十年期債息回落至1.73釐水平,金價反覆向上,油價低位反彈。港股預託證券普遍上升,預料大市早段跟隨高開。
內地股市昨日下跌,滬綜指低開低走,並以全日低位收市,下跌2.5%,滬深兩市成交額有所增加。
港股跟隨外圍回吐,指數失守多條移動平均線水平,低見24,000點關口,尾市跌幅略爲收窄,大市成交亦有所增加。外圍氣氛持續波動,短期影響港股表現,預料指數走勢反覆,維持於24,000至25,000點水平上落。
另媒體報道廣東省政府計劃在3月前發佈中國恆大(03333.HK)債務重組框架。報道指,廣東省政府已經完成對恆大的盡職調查,並向國務院遞交擬議框架,以供評估和討論。廣東省政府提議在法庭外重組恆大債務,並計劃將其境外債務和資產與境內重組相分離。目標是通過出售恆大的境外資產,包括香港上市的電動汽車和物業管理子公司,來償還超過1,500億元人民幣的境外債務。廣東省計劃向國家牽頭投資者出售恆大資產,或在10月份以前公佈詳細的重組方案。地方政府牽頭的債務重組方案,有助減低市場不明朗因素,穩定投資者對內房行業信心。
(筆者爲證監會持牌人,沒持有上述股份)~
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