郭家耀:觀望關稅戰港股料反覆 赤峯黃金(06693.HK)IPO受關注
港灣家族辦公室業務發展總監郭家耀稱,美股週二(4日)繼續下滑,美國對加拿大、墨西哥及中國加徵關稅措施如期實施,市場擔心反制措施亦會陸續落實,拖累環球經濟增長,三大指數均錄得跌幅收市。美元走勢向下,美國十年期債息回升至4.24釐水平,金價受避險需求帶動而向好,油價則持續受壓。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。
內地股市昨日上升,滬綜指低開高走,收市上升0.2%,滬深兩市成交額進一步縮減。
港股昨日反覆回穩,指數一度急挫逾400點,其後跌幅收窄,大市成交明顯減少。關稅措施令市場氣氛變得審慎,預料大市短期走勢轉趨反覆,指數繼續於22,500至23,400點水平徘徊。
另赤峯黃金(06693.HK)計劃發售205,652,000股H股,發售價格在13.72至15.83元之間。公司是中國最大的民營黃金生產商,主要從事黃金的採掘和銷售,其黃金資源量和產量均在中國的黃金生產商中排名第五。截至2023年,赤峯黃金的收入持續增長,2021年至2023年期間黃金產量年均增長達33.1%。公司擁有六個黃金及一個多金屬礦山,並計劃透過擴產和勘探活動進一步增加資源儲量與產量。今次集資,預計將有50%的發售所得用於現有礦場的升級及勘探,40%用於收購優質礦業資產,10%用作一般公司用途。赤峯黃金的管理團隊擁有豐富的國內外併購經驗,並致力於降低成本和提高營運效率,預計黃金開採成本維持低於全球平均水平。金價持續強勢,亦有利公司估值水平。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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