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郭思治: 大市開始下試19,000點支持 國美零售(00493.HK)基本面漸轉強
阿思達克 09-06 09:04
香港股票分析師協會副主席郭思治稱,大市昨(5日)再進一步受壓,恆指昨早市先低開153點至19,299點,其後在沽壓持續湧現下再進一步跌至19,064點方漸見喘定並稍作技術性回升,惟在買盤薄弱下,大市只能略作小許後抽而已,從技術上看,由於恆指已曾跌穿5月10日低位19,178點及8月24日低位19,189點所組成之小雙底,故目前較具防守性之支持據點已下移至今年3月15日之低位18,235點,此亦為今年全年之低位,一旦有失,即表示自2月10日高位25,050點開始之回落,技術上已進入續尋年內新低之弱態。 國美零售(00493.HK)公布與控股股東黃光裕訂立協議,擬收購鵬融地產全部股權,其主要持有位於北京市中關村的國美商都物業和位於湖南省長沙市的湘江玖號物業,代價將參考估值而釐定,估計會透過發行代價股份支付,另大股東亦會以優惠價注入物流板塊部份股權,經此整合後,國美零售除了自身擁有「家-生活」的全零售平台外,同時亦將擁有物業及物流等優質資產,關鍵在國美零售是以發新股購入上述優質資產,故不會對集團帶來資金壓力。 國美零售在早前已做了一系列動作來瘦身,如根據業務的實際需要進行裁員,裁減效益低的門店等,集團未來將專注家用電器及消費電子零售,目前國家繼推出政策刺激汽車及新能源汽車銷售後,該開始有政策推行家電之銷售,目的是,通過政策製造需求,刺激銷售從而拉動內需,提振經濟,故國美零售該可直接受惠,股價走勢方面,周來表現確稍見反覆,股價更一度回試年來低位,惟在基本因素漸轉強下,不妨輕注低吸,初步上望目標為0.32元,如升越0.32元,再進一步上望0.38元,以0.20元為止蝕,承擔風險有限。 (聲明:帝(峰)關聯人士持有上述股票,但不多於5%。本人並沒有持有上述所提及之股票)~
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