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植耀輝: 留意中國PMI數據 美團(03690.HK)候調整吸納
阿思達克 03-31 13:02
耀才證券研究部總監植耀輝稱,美股隔晚(30日)反覆造好,高開近200點後一度倒跌,但很快又重拾升勢,最終三大指數均升超過3%,道指升690點或3.19%,收報22,327點;標指500指數亦升85點或3.35%,收報2,626點;納指升271點或3.62%,收報7,774點。不過當地疫情未見紓緩,感染人數已突破17萬人,投資者亦關注本周公布之就業數據表現。

至於港股昨日走勢反覆,中段一度因道期反彈而倒升,不過尾市走勢又再度轉差,結果最終下跌309點,收報23,175點。當然今日左右大市之其中一個因素為內地今日(31日)公布之PMI數據,預期會較2月份出現反彈,不過最大變數仍是歐美疫情狀況,這亦是筆者一直以來最關注的因素。另外,雖然昨日大市跌幅不算特別大,但不少板塊如內房及濠賭股等普遍出現顯著跌幅,反而弱勢股如油股則出現反彈,似乎港股後市依然不明朗,建議還是保持耐性,待大市出現調整始再行部署。

個股方面,美團(03690.HK)交出一份相當不俗之2019年成績表,截至去年底止年度虧轉盈,股東應佔溢利22.39億元人民幣(下同),2018年度同期則為虧損1,154.77億元。期內收入975.29億元,按年增長49.52%,當中餐飲外賣業務之交易金額便增長38.9%至3,927億元,到店、酒店及旅遊以及新業務亦有可觀增長。不過,基於疫情打擊,集團估計2020年第一季度收入將會錄得同比負增長及經營虧損。當然,投資者亦應該對其首季業績不抱寄望,然而疫情影響現時仍難以預計,所以對股價短期仍會有一定影響。只是基於業務擴張仍理想,以及新業務有好表現下,未來發展仍可看高一線,建議可於80元以下伺機吸納作中長線部署。

(筆者為證監會持牌人,並未持有相關股份)~

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