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岑智勇:SEC提高讯息披露要求 中资股或异动

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SEC提高讯息披露要求 中资股或异动

文:百利好証券策略师岑智勇

周四恒指低开高走,主要升势集中在10时前,之后走势反复,全日波幅 289.48点。恒指收报 23788.93点,升130.01点或0.55%,成交金额 1475.63亿元。国指升0.95%,恒科指跌0.68%。数据反映科技股走势较差,其中阿里巴巴(9988)跌 2.47%。另方面,旧经济股向好,有大行预料人行为加大对实体经济支持力度,激励银行加大信贷投放,人行有可能再次降准,内银股遍普向好,建行(0939)及工行(1398)分别升 2.53%及2.87%,支持指数向好。

恒指呈2连阳走势,而且全日走势都在保历加通道内,即早前超卖的情况略有舒缓。若配合前交易日走势一并参考,则谱成「穿脚破头」的利好形态。不过,全日上升股份 718只,下跌 993只,整体市况未如指数般强,托沽味浓。

中国电力(2380)以先旧后新方式配股,配售股4.34元,较上日收市折让12.44%,配售股份数目为10.265亿股,集资净额38.67亿元,拟用于开发及拓展清洁能源业务及作为一般营运资金。中国电力股价跌 12.21%,收报3.81元,失守配股价,成交金额 75.39亿,是全日第3大成交股份。

ESR (1821)在开市前录得9500万股成交,成交价25.1元。据外电引述销售文件指,ESR的韩国股东 SK Holdings以折让1%价格配售股份,并在周四早上上板。ESR 收报 24.85元,跌1.97%,成交金额. 25.05亿元,是全日第7大成交股份。

美国上周新申领失业救济人数有22.2万人,少过市场预期的24万人,但多过前值19.9万人。美国民主共和两党就短期拨款议案达成协议,联邦政府避过在周五午夜起被迫停摆。美股三大指数向好。夜期及ADR下跌,料恒指走势偏软,支持参考23500水平。

另方面,美国证监会(SEC)通过了修正案,以确定实施2020年已通过的《外国公司问责法案(HFCAA)》,美国上市的外国公司,如果不遵守美国监管机构的讯息披露要求,可能会被除牌。SEC要求美国上市的中国企业必须披露是否由政府实体拥有或控制,并提供审计检查证据;另要求可变利益实体(VIE)在美国上市的中国企业加强讯息披露。若美国上市公司会计监督委员会(PCAOB)3年内不能取得所要求的审计底稿,以及要求申报是否为外国政府所有及控制,法例准许美国证监会可禁止股票交易,甚至除牌。料消息或有机会影响中资股之表现,使市况波动。

个股

中金公司(3908)的主要业务为从事投资银行、股本销售及交易业务、自营投资及交易、财富管理及投资管理等业务。

集团在2021年首9个月的营业收入为人民币 216.86亿元,同比上升 29.08%,归属于母公司股东的净利润为人民币 74.54亿元,同比上升52.39%。总资产人民币 5216.2亿元,同比上升 21.68%;归属于母公司股东的权益合计为人民币 716.35亿元,同比上升13.52%。营业收入因经纪业务及资产管理业务的手续费及佣金收入增加,及外汇衍生品损益变动而有所增长。虽然该增长被投资收益及公允价值变动损益合计的减少所部分抵消,但集团同时有效控制费用支出,使得营业利润率增长。

集团近日股价向好,升穿10 SMA 、20 SMA 及50 SMA,并在金融科技系统出现信号。股份上日收报20.4元,市盈率10.754倍。集团市盈率在行业处行业中间水平,若以11.2倍市盈率估值,目标价为21.24元。

-笔者为香港证监会持牌人士,不持有上述股份。

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