You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭家耀: 外圍強勁港股料上試26,500 傳統板塊有望收窄估值差距
阿思達克 11-10 10:48
正榮金融業務部副總裁郭家耀稱,美股周一(9日)個別發展,疫苗研發有突破性進展,市場憧憬經濟復甦步伐加快,大市顯著高開,資金由新經濟股轉投傳統類股份。科技股明顯回吐,納指逆市向下,道指及標普500指數則錄得顯著升幅。美元反覆偏軟,美國十年期債息回升至0.92厘水平,市場風險胃納上升,金價顯著受壓,油價則受經濟重啟憧憬刺激,表現大幅向好。港股預託證券顯著向好,預料大市早段跟隨外圍高開。

內地股市走勢向上,滬綜指高開高走,收市上升1.8%,滬深兩市成交額突破萬億元水平。

港股連日上升,指數突破26,000點水平,成交亦有所增加。外圍走勢強勁,肺炎疫苗取得進展,有助環球經濟前景預期,傳統類股份有望收窄估值差距。預料指數可挑戰26,500點水平,下方支持在25,500點附近。

另樂遊科技(01089.HK)主要從事PC和主機端視頻遊戲開發及發行,在全球擁有及投資於多個國際知名的遊戲開發工作室。公司於8月底獲騰訊(00700.HK)提出私有化,每股作價3.3219元。交易完成後,樂遊將撤銷上市地位。是次要約價格接近公司股價兩年高位,亦較公告前的收市價出現三成溢價,作價算是吸引。上半年業務受疫情影響,樂遊的業務運作也因海外工作室關閉而受到衝擊,導致上半年產品收入較去年同期出現下降。其中一款研發中產品暫停開發,受研發成本確認為減值影響,拖累毛利減少至4,280萬美元,導致公司錄得578.8萬美元虧損。

旗艦產品《Warframe》面對市場激烈競爭,加上與Wegame平台協商新的合作安排,亦令公司收入受到影響。公司主力開發頂級質量網游,需要投入大量時間及資源,故一般回報需時。此外,遊戲行業十分依賴創意人才,公司需持續投入人力資源投資,員工成本有持續上升壓力。由於多國的疫情未見穩定,開發進度短期內難以恢復正常,業務增長前景亦存在不確定性。今次私有化正好為股東提供以一個較佳價格退出的機會,值得考慮支持。

(筆者為證監會持牌人,沒持有上述股份)~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account