郭家耀: 中概股審計談判傳利好消息 珠江船務(00560.HK)可長線關注
安里資產管理董事總經理郭家耀稱,美股上周五(4月1日)走勢向上,美國3月份新增職位遜預期,大市早段走勢向下,其後市況逐步回升,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回升至2.38厘水平,油價走勢向下,金價反覆受壓。港股預託證券大致向好,預料大市早段跟隨高開。內地股市上周五上升,滬綜指低開高走,收市上升0.9%,滬深兩市成交額有所縮減。
港股上周五先跌後回升,指數一度低見21,500點水平,其後跟隨內地股市反彈,並錄得升幅收市,港股通暫停下,大市成交不足1,000億元水平。中概股審計談判傳來利好消息,有利港股氣氛,預料大市維持於21,500至22,500點水平上落。
另珠江船務(00560.HK)受惠於集團綜合物流及香港本地渡輪業務的增長,集團繼續錄得穩定的經營利潤。集團2021年整體營業額為22.68億港元,按年上升22.3%,其中佔整體收入84.1%的港口航運物流業務的收入為19.07億港元,按年上升25.0%;經營業務溢利為1.31億港元,按年上升62.1%。為回饋股東,董事會擬派末期股息每股2港仙,股息支付率再創新高。貨運方面,屯門新倉的建成將大力推動空運物流、電商物流和免稅倉儲等業務的發展;客運方面,綠色環保船舶資助協議的簽訂及香港機場優質服務項目的中標,都將穩步推進水上公共交通和香港機場戰略。在疫情期間,集團發揮覆蓋大灣區「中轉+港口」的業務優勢,開闢供港水運應急保障通道,堅定履行企業社會責任。此外,集團擁有穩健財政,可為日後併購及業務增長提供支持,可長線關注。
(筆者為證監會持牌人,沒持有上述股份)~
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