郭家耀: 港股料挑战27,000阻力 JS环球生活(01691.HK)前景看俏
正荣金融业务部副总裁郭家耀称,美股周三(11日)温和向好,联储局一如市场预期维持利率不变,并暗示明年利率维持稳定,有助提振市场对经济前景预期,投资者继续关注中美贸易谈判进展,三大指数均录得温和升幅收市。美元走势偏软,美国十年期债息回落至1.79厘水平,油价及金价亦回落。港股预托证券大致向好,预料大市早段跟随外围高开。内地股市反覆靠稳,市场观望贸易谈判消息,沪综指收市上升0.2%,企稳2,900点水平,沪深两市成交额维持於4,666亿元人民币水平。
港股走势向好,市场预料中美有望推迟首阶段协议死线,利好大市气氛,指数升穿多条移动平均线水平,成交亦有所增加。外围走势向好,利率前景维持稳定,中美贸易谈判消息配合下,大市有望维持向好势头,挑战27,000点阻力,下方支持在26,000点水平。
另现正招股的JS环球生活(01691.HK)为小型家电商,旗下品牌包括九阳、Shark及Ninja,业务覆盖研发、采购、生产、销售及营销。公司专注於三大核心竞争力,开发具有设计感的革命性创新产品、推行多样的品牌营销及建立全球全渠道销售网络。
根据弗若斯特沙利文报告,按零售额计,公司於2018年在全球小家电企业中排名第六,市场份额约为4.5%,在中国和美国市场则分别排名第三和第二,市场份额分别为8.8%和8.1%。公司今次集资净额23.73亿元,当中约五成用於偿还定期贷款,约两成将用於研发新产品及整合及开发供应链,两成用於市场开发及扩展、提升品牌形象及知名度,余下一成用於营运资金及一般公司用途。公司享有多个核心竞争力,受惠内地消费增长,加上海外拥有广泛销售渠道,盈利前景乐观。
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