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郭家耀:憧憬貿戰降溫美股急彈 港股料上試22,000阻力
阿思達克 04-23 08:39
港灣家族辦公室業務發展總監郭家耀稱,美股週二(22日)大幅反彈,美財長表示中美關稅措施不可持續,令市場憧憬貿易戰有機會降溫,三大指數均錄得顯着升幅收市。美元走勢回穩,美國十年期債息回落至4.39釐水平,金價由高位明顯回落,油價則低位反彈。港股預託證券大致向好,預料大市早段跟隨外圍高開。 內地股市昨日個別發展,滬綜指低開高走,收市上升0.3%,滬深兩市成交額亦略爲增加。 港股表現堅挺,外圍大幅波動,指數略爲低開後企穩,並錄得溫和升幅收市,整體成交則較爲清淡。外圍走勢改善,市場憧憬貿易戰降溫,加上北水持續流入,有利短期大市反彈,預料指數有望上試22,000點阻力,下方支持在21,000點附近。 另VESYNC(02148.HK)旗下4個品牌LEVOIT、COSORI、ETEKCITY、Pawsync覆蓋生活環境電器、廚房電器、健康檢測電器、寵物類小電器,產品銷往全球數十個國家和地區。集團早前獲要約人Victory III提出以每股5.6元私有化,協議價較公司消息公佈前溢價約33.33%。除現金選擇外,股東可選擇每持有一股協議安排股份收取一股頂層公司股份,私有化生效後將公司將撤銷股份的上市地位,持有頂層公司股份將是私人公司股份。由於關稅戰愈來愈激烈,地緣政治不明朗令公司業務發展產生負面影響,短期業績表現有可能受壓。另一方面,由於資本市場受關稅戰影響,特別是公司這類出口企業,更是首當其衝,短期內再融資的可行性較低,令上市地位功能大大減低,私有化有望降低與維持公司上市地位有關的成本及費用。今次私有化爲股東提供變現的機會,提出的代價亦有相當吸引力,方案值得支持。 (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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