植耀辉:港股成交缩後市续试低位观望舜宇(02382.HK)业绩
耀才证券研究部总监植耀辉称,港股昨日(12日)在低成交下辗转回落114点,虽然跌幅不算大,但整体气氛欠佳,特别是个别板块如收租及地产股依然受压,本地银行股跌势亦显着,汇控(00005.HK)、恒生(00011.HK)以及中银香港(02388.HK)更是连续多个交易日下跌,表现之差实在近年罕见。当然,这与本地局势及经济环境有密切关系,但基於情况仍不乐观,恐怕仍有较大机会向下寻底。至於港股仍要受制於众多利淡消息,恐怕会续试25,000点水平。
另今日(13日)焦点当为舜宇光学(02382.HK),以出货量计表现相当不俗,但笔者最关注的可能是究竟产品毛利率能否恢复好表现,毕竟估值现时已不算便宜,而且如毛利率未能有显着回升,则笔者仍相信舜宇未来仍可能面对不少挑战。基於股价在绩前已累积相当升幅,故暂不建议买入,还待业绩过後再作考虑及部署。
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