植耀辉: 留意中国PMI数据 美团(03690.HK)候调整吸纳
耀才证券研究部总监植耀辉称,美股隔晚(30日)反覆造好,高开近200点後一度倒跌,但很快又重拾升势,最终三大指数均升超过3%,道指升690点或3.19%,收报22,327点;标指500指数亦升85点或3.35%,收报2,626点;纳指升271点或3.62%,收报7,774点。不过当地疫情未见纾缓,感染人数已突破17万人,投资者亦关注本周公布之就业数据表现。
至於港股昨日走势反覆,中段一度因道期反弹而倒升,不过尾市走势又再度转差,结果最终下跌309点,收报23,175点。当然今日左右大市之其中一个因素为内地今日(31日)公布之PMI数据,预期会较2月份出现反弹,不过最大变数仍是欧美疫情状况,这亦是笔者一直以来最关注的因素。另外,虽然昨日大市跌幅不算特别大,但不少板块如内房及濠赌股等普遍出现显着跌幅,反而弱势股如油股则出现反弹,似乎港股後市依然不明朗,建议还是保持耐性,待大市出现调整始再行部署。
个股方面,美团(03690.HK)交出一份相当不俗之2019年成绩表,截至去年底止年度亏转盈,股东应占溢利22.39亿元人民币(下同),2018年度同期则为亏损1,154.77亿元。期内收入975.29亿元,按年增长49.52%,当中餐饮外卖业务之交易金额便增长38.9%至3,927亿元,到店、酒店及旅游以及新业务亦有可观增长。不过,基於疫情打击,集团估计2020年第一季度收入将会录得同比负增长及经营亏损。当然,投资者亦应该对其首季业绩不抱寄望,然而疫情影响现时仍难以预计,所以对股价短期仍会有一定影响。只是基於业务扩张仍理想,以及新业务有好表现下,未来发展仍可看高一线,建议可於80元以下伺机吸纳作中长线部署。
(笔者为证监会持牌人,并未持有相关股份)~
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