郭家耀: 港股或挑战250天线27,400关 利华(01346.HK)可考虑现金认购
正荣金融业务部副总裁郭家耀称，美股上周五(11月1日)大幅造好，美国10月非农业新增职位数字远超预期，提振市场气氛，道指逼近历史新高水平，三大指数均录得显着升幅收市。美元走势偏软，美国十年期债息升至1.71厘水平，油价亦显着向好。港股预托证券普遍向上，预料大市早段跟随外围高开。内地股市表现回升，10月财新PMI指数超出预期，带动大市反弹，沪综指收市上升1%，沪深两市成交额则维持清淡。市场观望MSCI第三阶段扩容，以及中美贸易谈判进展消息，预料短期可维持反覆向好格局。
港股近日走势靠稳，指数终突破27,000点阻力。外围走势配合，宏观经济数据较预期理想，均利好大市气氛。指数有望进一步挑战250天线27,400点水平，下方支持在26,500点附近。
另他表示，利华控股集团(01346.HK)集团为美国、欧洲及亚太区知名品牌提供多服装类别的供应链解决方案。知名品牌「AllSaints」、「Boden」、「Theory」、「Vince」及「Vineyard Vines」以及网络原生品牌「Everlane」及网络原生平台自有品牌「Stitch Fix」均为公司的客户。集团的端到端供应链解决方案涵盖根据客户需求进行的时装设计、样本开发、技术方案开发、布料及配套原材料采购、生产监督、质量监控以及交付及分销物流。
集团主要向客户提供四类服装，包括衬衫、下装、西装及外套。按客户类别计，网络原生品牌及平台与传统品牌於截至今年首四个月占集团的收益分别约47.9%及52.1%。集团由过去的传统自营生产模式转型至轻资产业务模式，解决管理费用居高不下及产能利用不足等传统挑战。公司亦已建立完善的制造生产网络，涵盖中国、越南及亚太区其他地区60名合约加工商。上市後，集团计划透过收购扩大服装类别组合，通过实现交叉销售及混合产品开发等协同效应提高灵活性及盈利能力。公司业务前景乐观，可考虑现金认购。
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