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郭家耀:貿易爭端降溫港股有望戰24,000關 紫金(02899.HK)分拆業務釋放價值
港灣家族辦公室業務發展總監郭家耀稱,美股週一(12日)顯着上升,中美雙方貿易談判取得突破進展,關稅稅率顯着下調,市場憧憬貿易戰有平息跡象,刺激大市向好,三大指數均錄得顯着升幅收市。美元走勢向上,美國十年期債息上升至4.47釐水平,金價明顯回落,油價走勢則向好。港股預託證券表現靠穩,預料大市早段溫和高開。 內地股市昨日上升,滬綜指高開高走,收市上升0.8%,滬深兩市成交額亦明顯增加。 港股表現強勁,指數突破23,000點水平,大市成交顯着增加。投資者對中美貿易談判進展樂觀,拉動環球市況造好,指數有望挑戰24,000點阻力,下方支持上移至23,000點水平。 另紫金礦業(02899.HK)日前公佈擬將境外黃金礦山資產重組至全資子公司紫金黃金國際旗下,並申請將紫金黃金國際分拆至港交所主板上市。是次分拆上市尚處於前期籌劃階段,需取得有關部門的相關審批許可後方可實施。擬重組整合至紫金黃金國際旗下的公司下屬境外黃金礦山資產由多座世界級大型礦山組成,主要包括位於南美、中亞、非洲和大洋洲的黃金礦山。相關重組工作目前尚在推進過程中。 集團指今次有利於紫金礦業加快國際化進程,做大做強黃金業務板塊,依託更加國際化的上市平臺,在公司旗下打造全球一流的國際黃金上市企業。同時能夠在紫金黃金國際層面拓寬國際優質投資者渠道,降低境外運營風險;有助於提升紫金黃金國際在境外資本市場融資和併購交易中的競爭力和靈活性。紫金礦業有望透過今次分拆,釋放業務價值,並提升上市公司的估值。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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