郭家耀:憧憬內地救市港股料挑戰16,000關 微盟(02013.HK)從善如流取消賣產
匯盈國際資產管理董事總經理郭家耀稱,美股週二(23日)個別發展,美國企業業績表現分歧,市場憧憬內地推出更多刺激措施,三大指數收市升跌不一。美元走勢向好,美國十年期債息上升至4.13釐水平,金價表現靠穩,油價輕微受壓。港股預託證券普遍上升,預料大市早段跟隨高開。
內地股市昨日上升,滬綜指低開高走,收市上升0.5%,滬深兩市成交額保持清淡。
港股昨日顯着反彈,市傳內地推出救市措施,刺激大市向上,指數重上15,000點水平,大市成交顯着增加。連跌多日後港股呈現超賣,配合利好政策消息,指數有望進一步反彈,挑戰16,000點阻力,下方支持在15,000點水平。
另微盟(02013.HK)早前公佈計劃將全資附屬上海微盟文化傳媒約50%以上股權,按照預計不低於36億元人民幣的估值爲基礎進行轉讓,並取得不低於18億元人民幣現金對價,擬通過潛在交易尋求上海微盟文化傳媒在境內資本市場實現部分或整體上市。不過,公司表示,收到股東提出的一系列建設性反饋意見,經進一步評估及審慎考慮後,決定終止潛在交易。
公司表示,集團的業務經營保持穩健增長,經營虧損按年大幅減少,現金流量持續改善,2023下半年經營現金流已爲正。雖受宏觀經濟影響,企業整體預算有所收縮,但集團大客化轉型徹底,大客戶留存率高,微盟企服業務保持平穩增長。
另外,公司將繼續關注市況,選擇合適的時機於公開市場回購股份,相信回購將顯示對業務展望及前景的信心,並最終爲股東創造價值。公司亦宣佈,主席兼首席執行官孫濤勇對集團整體前景及增長潛力有信心,計劃於6個月內於公開市場購入公司股份,進一步增持公司股權。今次出售資產及分拆計劃曾引起股價大幅受壓,顯然股東不滿意今次安排,公司從善如流作出修正,應有助提振股東信心。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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