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《即日市評》恆指止連升 雅居樂下挫 騰訊季績勝預期
恆指連升三日(累升2,262點或14.1%)後,市場關注有導彈落入波蘭境內事件,引發市場對地緣政治風險的憂慮,美總國統拜登其後指該導彈未必由俄方發射,港股今日回吐。美股道指及納指隔晚各升0.2%及1.5%;執筆之時,美國10年期債券孳息率跌至3.814厘,美匯指數處106.19,道指期貨最新升74點或0.22%,納指期貨最新升0.2%,摩通亞洲區貨幣指數跌0.13%報99.16。人民銀行行長易綱指與美國財長耶倫進行非常有建設性的會談,雙方進行廣泛、深入及坦誠的對話,上證綜指全日跌14點或0.45%收3,119點,深證成指跌1%,滬深兩市成交額9,427億人民幣。 恆指低開173點,早段曾倒升70點見18,414點,其後曾跌311點見18,031點,全日跌86點或0.47%,收18,256點;國指跌43點或0.7%,收6,225點;恆生科技指數跌8點或0.23%,收3,805點。大市全日成交總額1,732.95億元,滬、深港通南下交易淨流入31.86億及34.74億元人民幣。 【雅居樂下瀉 騰訊季績佳】 雅居樂(03383.HK)擬先舊後新折讓近18%配股淨籌逾7.8億元,全日股價跌23.3%報2.5元。其餘內房股下跌,碧桂園(02007.HK)、時代中國((01233.HK)、旭輝(00884.HK)及龍光(03380.HK)各跌13.9%至17%。海通國際發表報告表示為碧桂園的配售令人意外,令一些投資者猜測下次配股集資的內房股。該行認為只要有足夠的認購需求,大部份民企內房開發商都會考慮發行新股。雖然今年下半年配售募集資金規模非常小,但開發商仍希望繼續配售,因令公司存續比每股資產淨值大幅攤薄更重要,而開發商目前境外融資渠道有限,境外融資能夠幫助開發商償還境外美元債務。 騰訊(00700.HK)全日逆市上揚2.2%收294.4元。公司收市後公布分派美團(03690.HK)近9.6億股B股作特別中期息,騰訊今年第三季非國際財報準則純利升1.6%至322.54億人幣,優於本網綜合19間券商預測中位數299.76億元人民幣,公司公布第三季純利按年升1.1%至399.43億元人民幣,遠優於本網綜合11間券商預測,騰訊純利料介乎176.81億至291.69億元人民幣,期內收入跌2%至1,400.93億人民幣,而公司指第三季的自由現金流為276億人民幣(對比今年第二季225億人民幣),公司指截至今年9月底止三個月內公司於聯交所以總代價約133億港元(未計開支)購回股份。購回的股份其後已被註銷。 【跌股一千隻 瑞聲有沽壓】 港股今日市寬轉弱,主板股票的升跌比率為17比24(上日為32比11),下跌股份1,026隻(跌幅3%);恆指成份股今日33隻股份上升,下跌股份40隻,升跌比率為45比55(上日為92比8);大市今日錄沽空261.79億元,佔可沽空股份成交額1,557.76億元的16.806%(上日為16.922%)。 瑞聲科技(02018.HK)全日挫9.8%收17.02元,舜宇(02382.HK)股價走低近2.5%報95.5元。里昂發表報告表示,舜宇光學(02382.HK)決定起訴瑞聲科技旗下正申請分拆上市的光學子公司涉嫌專利侵權,有關訴訟過程會為瑞聲光學的分拆上市進程帶來短期不確定性,包括時間、估值,甚至能否成功上市。 里昂指,如果瑞聲未能成功分拆光學業務獨立上市或上市時間推遲,短期內可能會增加瑞聲的財務成本。而長期來看,瑞聲可能需要想辦法提前結束光學行業之間競爭,這可能對舜宇、瑞聲和整個行業都有好處。該行表示,瑞聲旗下光學若能夠分拆上市,並假設能夠從新股上市中獲得10億至20億元人民幣,將有助於瑞聲光學在未來兩到三年內保持競爭力。如果IPO募集的資金減少或未能上市,短期內,瑞聲可能會轉向債務融資,此將增加公司的融資成本。
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