郭思治:在動力減退下 大市續見回調
香港股票分析師協會副主席郭思治稱,大市昨(17日)再進一步回落,由於動力已漸見放緩,故整個大市開始進入急升後之回吐中,恆指昨先低開180點至18,071點,其後曾略為後抽至18,125點,但由於買盤不繼,加上伺高回吐的沽壓漸增,故整個大市卒開始反覆回落至17,711點方漸見喘定,由於大市已開始進入大幅急升後之回吐中,故買盤態度明顯已趨審慎,在動力漸退下,大市之反覆或會進一步明顯,畢竟大市自1日低位14,859點開始之上升,至16日高位18,414點止計,在短短十二個交易日內,恆指累積的升幅已達3,555點,論幅度當已不算小,該可滿足月內之所需,故一旦動力稍減,大市定必出現技術性回調。
金活醫藥(01110.HK)近期利好公司業務發展消息連連,集團在深圳龍崗投資建設的龍德健康產業園已正式封頂。龍德健康產業園位處鄰近高鐵的龍崗「東核」的中心地帶,佔地1萬平方米,總建築面積5.7萬平方米,佔盡地理位置優勢。園內將會打造四大特色板塊,目標實現醫療器械產業、生物創新藥產業、生物醫藥平台和專業人才集聚,增長潛力可期。
此外,集團亦為踏出海外發展完成重要一步。早前公布收購了法國 Innopharm公司60%的股權,通過是次收購,將幫助金活醫藥更快速地了解分析歐洲大健康產品市場,加快引進歐洲優質大健康產品及醫藥保健品,並有助為金活醫藥尋找更多有潛力的國外投資機會,使金活醫藥能放眼全球化的發展。
金活醫藥業務發展路徑明確清晰,不斷落實擴大經營及收入版圖的業務目標;而且管理層積極為骨幹員工逐步落實股份獎勵計劃,提升員工的工作效率及表現。金活醫藥是務實的公司,不斷提高核心競爭力,值博率高,看好中長線投資。
(筆者為證監會持牌人)~
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