郭家耀: 美股续破顶港股料反覆 中汇集团(00382.HK)并购利好
正荣金融业务部副总裁郭家耀称,美股周二(8日)再度破顶,新纾困方案谈判未有进展,市场对疫苗推出消息反应正面,三大指数低开高走,齐创收市新高水平。美元低位稍为反弹,金价走势向好,油价则轻微偏软,美国十年期债息维持於0.92厘水平。港股预托证券大致向好,预料大市早段跟随外围高开。
内地股市个别发展,沪综指收市下跌0.2%,沪深两市成交额进一步缩减。
港股反覆偏软,指数继续受金融股拖累,大市成交亦保持清淡。市场焦点转投新股活动,资金亦追逐个别新经济股,预料指数短期维持上落格局,继续於26,000至27,000点水平徘徊。
另中汇集团(00382.HK)日前公布以7.5亿元人民币(下同)收购四川新概念教育投资及成都育德後勤管理各51%股权。四川新概念教育投资持有两间学院,分为提供全日制高等职业教育的四川技师学院及提供全日制技工预备培训及短期职业技能培训等的四川职业学院,成都育德後勤从事为学校提供後勤管理服务、物业管理、教育资讯谘询及组织文化交流活动。
所购业务於去年度纯利约7,973万元,按年升13%,收入约2.83亿元,按年增长9.7%,而於9月底资产净值约9.4亿元。由此推算,收购作价估值约18.4倍市盈率及1.56倍市账率。集团将通过结构性合约控制运营公司,并享有运营公司产生的经济利益。至於收购代价将由内部资源包括及外部银行借款提供资金。收购将补充现有学校网络,能够进一步扩大学校资产组合,为现有业务重要横向扩展,长远有利发展前景。
(笔者为证监会持牌人,没持有上述股份)~
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