恆指升幅擴至近450點突破百天線 獲花旗維持「買入」評級蒙牛曾高見31.7元
恆指午後突破百天線(25,146)及3月12日部分下跌裂口頂部(25,140-24,657),最高見25,247,現造25,218,續升441點或1.8%,成交額839億元。
藍籌股除匯控(00005.HK)偏軟、恆隆地產(00101.HK)和瑞聲(02018.HK)跌0.9%及1.2%外,全部造好,尤其是港鐵(00066.HK)、中移動(00941.HK)、吉利(00175.HK)、領展(00823.HK)、金沙(01928.HK)、國壽(02628.HK)及九倉置業(01997.HK)依次升4%-5.7%。
蒙牛乳業(02319.HK)料中績少賺45%-60%,但營收仍可實現正增長,花旗重申蒙牛「買入」評級,以反映公司上半年純利及銷售預測均勝於預期。該股扭兩連吐重越牛熊線(29.98元),最高見31.7元,受制今年1月24日所造高位31.95元,現造30.95元,回升6%,成交1,846萬股,已接近昨天全日成交量1,948萬股。
蒙牛預計,集團上半年純利按年下降45%-60%,主因是首季疫情爆發為保證員工健康安全、正常復工復產而投入額外疫情防控費用、為盡快降低渠道庫存而投入額外營銷費用及集團向社會捐贈款物,導致額外成本增加。不過,透過一系列有效措施,集團4-5月整體業務恢復良好,現有可比業務的營收(不包括君樂寶及Bellamy)較去年同期恢復雙位數增長。此外,由於集團現金流及庫存水平目前都處於健康水平,加上目前於全國所有生產基地均已全面復工復產,整體運營恢復情況持續改善。預計上半年總營收按年比較仍可實現正增長。
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