郭家耀: 聯儲議息紀錄未「放鷹」港股觀望業績 碧服(06098.HK)估值修復可期
安里資產管理董事總經理郭家耀稱,美股周三(16日)表現反覆,烏克蘭局勢再度緊張,一度令大市急挫,其後聯儲局公布上次議息會議紀錄,未有對進一步加息步伐提供意見,市場恐慌情緒稍為紓緩,令大市由低位反彈,三大指數收市表現不一。美元走勢回落,美國十年期債息繼續企穩兩厘水平,油價低位反彈,金價走勢亦向上。港股預託證券表現平穩,預料大市早段變幅不大。
內地股市上升,滬綜指高開高走,收市上升0.5%,滬深兩市成交額進一步縮減。
港股跟隨外圍反彈,指數重上100天線水平,不過大市成交相當清淡。外圍局勢暫時平穩,市場焦點逐步轉至即將發佈的藍籌股業績消息,預料大市短期維持反覆上落格局,指數在24,000至25,000點水平徘徊。
另碧桂園服務(06098.HK)日前發公告確認,就收購中梁百悅智佳服務合共約93.76%股權訂立股權收購協議。於公告日期,碧桂園服務已持有中梁百悅智佳服務6.24%股權。中梁百悅智佳服務由中梁控股(2772)董事長楊劍實控,碧桂園服務未有披露作價,收購事項的完成及代價支付受該等協議項下多項約定,包括進一步盡職調查所約束,最終代價須按協議項下的條款及進一步盡職調查結果在代價上限內進行調整。
碧服指出,收購事項將補充集團業務,加強在中高端住宅物業管理方面的品牌影響力,擴大社區增值服務潛力。集團與中梁百悅智佳服務的項目在業務區域重合度較高,有利於未來在業務重合區域整合雙方優勢,降低運營成本,提高盈利水平。碧桂園服務繼續積極進行併購,有助提升市場份額,估值有望逐步修復。
(筆者為證監會持牌人,沒持有上述股份)~
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