植耀輝:觀望G20峰會李寧(02331.HK)盈喜正面可續留意
耀才證券研究部總監植耀輝稱,美股隔晚(24日)變化不大,三大指數呈窄幅上落,當中道指微升8點,收報報26,727點,標普500指數及納指則跌5點及26點,收報2,945點及8,005點。美國總統特朗普表示已簽署行政命令,進一步制裁伊朗,相關行動對油價影響溫和,紐約期油最終微升0.7%。
至於港股昨日表現則如早前預期般呈窄幅上落,全日波幅只得276點,成交亦僅697.82億元,反映市場觀望情緒甚濃,相信本周餘下時間亦會保持此種勢頭,畢竟投資者續等待「習特會」之最新消息矣。初步預期恆指將續於28,500點水平徘徊。
股份則可留意個別績優股。體育用品股李寧(02331.HK)發盈喜,預期截至6月底止純利大幅增加不少於4.4億元人民幣,意味全年盈利將大升1.63倍。集團表示盈喜主要來算持續經營業務的利潤增加,以及一次性非經營性利潤。若撇除後者因素,純以核心業績表現而言,持續經營業務利潤增加不少於2.4億元人民幣或90%,而經營淨利潤增加是由於收入增長超過30%以及經營利潤率持續改善所致。由於盈喜消息屬正面,相信今早(25日)股價裂口高開機會頗高,持貨者不妨繼續持有,並以16.5元作初步目標。
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