郭家耀: 港股或挑戰250天線27,400關 利華(01346.HK)可考慮現金認購
正榮金融業務部副總裁郭家耀稱，美股上周五(11月1日)大幅造好，美國10月非農業新增職位數字遠超預期，提振市場氣氛，道指逼近歷史新高水平，三大指數均錄得顯著升幅收市。美元走勢偏軟，美國十年期債息升至1.71厘水平，油價亦顯著向好。港股預託證券普遍向上，預料大市早段跟隨外圍高開。內地股市表現回升，10月財新PMI指數超出預期，帶動大市反彈，滬綜指收市上升1%，滬深兩市成交額則維持清淡。市場觀望MSCI第三階段擴容，以及中美貿易談判進展消息，預料短期可維持反覆向好格局。
港股近日走勢靠穩，指數終突破27,000點阻力。外圍走勢配合，宏觀經濟數據較預期理想，均利好大市氣氛。指數有望進一步挑戰250天線27,400點水平，下方支持在26,500點附近。
另他表示，利華控股集團(01346.HK)集團為美國、歐洲及亞太區知名品牌提供多服裝類別的供應鏈解決方案。知名品牌「AllSaints」、「Boden」、「Theory」、「Vince」及「Vineyard Vines」以及網絡原生品牌「Everlane」及網絡原生平台自有品牌「Stitch Fix」均為公司的客戶。集團的端到端供應鏈解決方案涵蓋根據客戶需求進行的時裝設計、樣本開發、技術方案開發、布料及配套原材料採購、生產監督、質量監控以及交付及分銷物流。
集團主要向客戶提供四類服裝，包括襯衫、下裝、西裝及外套。按客戶類別計，網絡原生品牌及平台與傳統品牌於截至今年首四個月佔集團的收益分別約47.9%及52.1%。集團由過去的傳統自營生產模式轉型至輕資產業務模式，解決管理費用居高不下及產能利用不足等傳統挑戰。公司亦已建立完善的製造生產網絡，涵蓋中國、越南及亞太區其他地區60名合約加工商。上市後，集團計劃透過收購擴大服裝類別組合，通過實現交叉銷售及混合產品開發等協同效應提高靈活性及盈利能力。公司業務前景樂觀，可考慮現金認購。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
