郭家耀: 观望巨企业绩港股料续反覆 中石油/中石化股价看俏
正荣金融业务部副总裁郭家耀称，美股周二(28日)走势向下，企业业绩逊预期，拖累大市气氛，市场继续观望华府新一轮刺激政策讨论结果，三大指数均录得跌幅收市。美元低位回稳，美国十年期债息回落至0.57厘水平，金价继续向好，油价则反覆受压。港股预托证券普遍偏软，预料大市早段跟随外围低开。
内地股市上升，市场继续憧憬刺激经济政策出台，沪综指收市上升0.7%，沪深两市成交额则继续缩减。
港股表现回暖，科技股带领下大市由低位反弹，成交则保持清淡。外围走势不明朗，市场继续观望巨企业绩表现，加上中美关系继续受到市场关注，预料指数维持上落形态，继续於24,500至25,200点水平徘徊。
另中石油(00857.HK)公布向国家管网集团出售管道业务，作价2,687亿元人民币(下同)，其中1,495亿元将以国家管网集团29.9%股权支付，余额将以现金支付。完成後，国家管网集团将成为公司的联营公司。管道业务重组後，公司将聚焦上游油气勘探开发，并积极推动油气终端市场开拓，以及可以有效减少管道投资规模，缓解资本性支出压力。预计出售将录得约458.2亿元收益，所得现金款项将用於派发股息，开拓上游油气勘探开发及下游市场及偿还债务。
此外，中石化(00386.HK)亦公布，连同旗下中石化天然气及销售公司向国家管网集团出售管道资产，包括相关油气管道公司以及所属成品油管道等资产，总对价1,194.35亿元，包括现金及国家管网集团股权支付。完成後，公司与中石化天然气共计持有国家管网集团14%股权，交易预计增加税前利润约365.94亿元。交易将促进公司转型发展，并降低未来资本支出。连同中石化冠德(00934.HK)日前出售中石化榆济交易，共计取得526.55亿元现金对价，将用於推动天然气建产上产、加快炼油业务基地化建设；支持中石化冠德进一步发展原油码头和储存业务；及补充一般营运资金。出售管道资产的不明朗因素消取後，加上作价较预期为高，以及增加派息的憧憬，预料中石油及中石化的股价应有望反弹。
(笔者为证监会持牌人，没持有上述股份)~
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