《即日市评》内银领军港股倒升 会德丰获提私有化飙四成
港股今日期指结算,尾市受惠金融股领军向上。美国疾病控制及预防中心(CDC)公布美国首宗疑似社区传播新型冠状病毒感染个案,患者居住於加州索纳尼郡,美股道指昨晚跌123点或0.5%,纳指止跌回稳,执笔之时美汇指数跌至98.84。南韩单日新增逾500宗病例,累计1,766人确诊,南韩首尔综合指数跌1%。上证综指升0.1%收2,991,深证成指升0.3%,沪深两市成交额共1.05万亿人民币,两市成交额连续七日破万亿人民币。恒指低开167点,最多跌276点见一度低见26,414点,其後跌幅收窄,尾市在金融股带动下,曾拉升153点,最终全日升82点或0.3%,收26,778点;国指升91点或0.9%,收10,593点。大市全日成交总额1,104.67亿元。沪、深港通南下交易录得净流入金额分别为38.06亿及12.22亿元人民币。内银股有支持,建行(00939.HK)及工行(01398.HK)股价各涨1.9%及2.3%,友邦(01299.HK)股价升1.1%,基建及原材料股受捧,中交建(01800.HK)及中铁建(01186.HK)股价各涨4.2%及5.2%,海螺水泥(00914.HK)股价抽升5.5%。【会德丰飙四成 获提私有化】会德丰(00020.HK)复牌股价飙升39.7%收66元,市值升至1,355亿元;九龙仓置业(01997.HK)复牌挫6.2%收37.7元,市值逾1,144亿元;九仓(00004.HK)则申请明早复牌。会德丰获股东吴光正家族提私有化,就股东於记录日期持有的每股股份分派1股九龙仓置业及1股九龙仓股份;以及将以现金按每股协议安排股份12元代价向股东支付款项。据建议事项,於最後交易日的每股协议安排股份总金额71.9元,较会德丰最後交易日的协议安排股份收市价47.25元溢价52.2%或24.65元。会德丰认为,这能藉消除公司长久以来於九龙仓置业及九龙仓的股权之控股公司折价,从而释放股东价值;九龙仓置业股份及九龙仓股份带来较高的股息收入,以及现金回报;并能基於九龙仓置业股份及九龙仓股份较高的交易流通性,协议安排股东分别而直接拥有该等股份属较佳选择。【银娱绩後软 渣打呈靠稳】港股今日市宽改善,主板股票的升跌比率为23比20(上日16为比27),恒指成份股今日32只股份上升,下跌股份15只,升跌比率为64比30(上日为16比74);大市今日录沽空181.12亿元,占可沽空股份918.65亿元的19.716%(上日为20.292%)。银河娱乐(00027.HK)公布去年业绩後今日股价下滑2.2%。花旗发表报告指,银娱去年第四季业绩大致符预期,净收入按年下跌8%,按季则升2%。而经调整EBITDA为40.52亿元,按年下跌6%,按季跌1%,大致符合该行预期的39.2亿元。该行表示,集团上季贵宾厅赌收按年下跌28%,转码量按年减少35%,但部分影响被更为利好的赢率所抵销(按年由3.47%升至3.82%)。该行估计,银娱去年第四季的市场占有率按季下降40个基点至约21%。渣打(02888.HK)全日股价升0.6%收60元。渣打集团公布去年全年业绩,法定表现除税前溢利按年增长46%至37.13亿美元,纯利按年增长1.19倍至23.03亿美元,按法定基准计算每股盈利57美仙,派末期息20美仙,即全年派息27美仙,建议作出最多5亿美元股份回购。(wl/u)~
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