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郭思治:大市續見反覆 恆指亦稍跌穿10天線
香港股票分析師協會副主席郭思治稱,大市昨日(19日)仍續見反覆,但技術上只屬反彈後之高臺消化及整固而已,恆指昨早市先輕微低開17點至20,633點,其後在零碎沽壓滲着涌現下再進一步跌至20,336點方漸見喘定,即其時恆指已回落314點,同時亦稍稍跌穿10天線(其時約在20,439點左近),單從技術上看,該代表此刻大市己漸擺脫欲試頂之趨勢,惟由於並未出現跌離之勢,故情況尚不算太差,或者,大市於本月中旬時份先略作消化,然後待下旬時份纔再候機推升。 最近一個月大市一直維持窄幅波動爲主,在兩萬點附近徘徊,更曾一度跌至一萬九千點低位。而聯儲局持續加息,對不少港股影響甚大,面對外圍經濟的種種不明朗因素,而內地則迎來複常的黃金增長機會,投資者可重新佈局內地業務投資。華誼騰訊娛樂(00419.HK)於2021年轉換數字化醫療跑道,發展一路向好,近日更有好消息宣佈,集團旗下公司「醫智諾」獲國資背景基金張家港翼唐股權投資合夥企業有條件同意增資4,000萬元人民幣(下同)以獲取「醫智諾」6.25%之股權,完成增資後,「醫智諾」估值達到6.4億元。 隨着中國數字化醫療健康市場掘起,加上國家政策利好,華誼騰訊早早看準機會,於2021年年中開始積極佈局數字化醫療業務,首個計劃便是收購線上醫藥數字化運營服務平臺「醫智諾」。截至最新業績公告可見,旗下平臺「醫智諾」和「(手蒙)哥健康」收入分別超過6億港元及8億港元,佔總收入近85%,證明集團轉型成功及管理層對集團戰略佈局的前瞻性。 面對行業競爭激烈,若需要與行業龍頭搶佔市場份額,則需要花費大量資本去深度研發平臺及吸納人材,「醫智諾」過去一年大力發展數字化運營業務,旨在爲醫藥企業提供「數字化運營系統+藥品上市後研究平臺+一站式解決方案+精英醫生平臺」。目前已與國內多家龍頭藥企達成深度合作,如齊魯藥業、江蘇恆瑞藥業、石藥集團等。通過平臺不斷升級,並且擴大發展規模及普及性纔是數字化醫療領域致勝之道,因此是次增資無疑爲「醫智諾」日後拓展打下強心針。 值得留意的是,是次增資的新投資者背景不容小覷,新投資者爲張家港翼唐股權投資合夥企業,曾多次跟投多家互聯網企業,而其最終控股公司爲張家港高新區投資控股有限公司,由張家港市人民政府持有,更是張家港市唯一一家國有獨資公司。是次獲國有公司支持注資,可見公司業務能力札實,亦有助未來受惠更多政策紅利。與此同時,國有背景能進一步爲「醫智諾」帶來額外政府、業務及網絡資源。在種種利好加乘下,料「醫智諾」將有更大的上升空間,大力帶動華誼騰訊未來收益及市場增長。 同時公告提及,「醫智諾」目標定在幾年內實現上市,是次增資或者是平臺分拆IPO前兆。若成功上市,「醫智諾」所帶來的收益及回報不言而喻,不單「醫智諾」的業務有望高速發展,華誼騰訊的資產價值亦會水漲船高。 現時內地數字化醫療領域仍處於高速發展階段,新投資者引入亦見「醫智諾」實力備受肯定,待集團前期佈局完成,開始扭虧爲盈之時,展望長遠分拆上市可能性,建議現時趁低吸納,適合中長線投資。 (筆者爲證監會持牌人)~
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