恒指升幅扩至近450点突破百天线 获花旗维持「买入」评级蒙牛曾高见31.7元
恒指午後突破百天线(25,146)及3月12日部分下跌裂口顶部(25,140-24,657),最高见25,247,现造25,218,续升441点或1.8%,成交额839亿元。
蓝筹股除汇控(00005.HK)偏软、恒隆地产(00101.HK)和瑞声(02018.HK)跌0.9%及1.2%外,全部造好,尤其是港铁(00066.HK)、中移动(00941.HK)、吉利(00175.HK)、领展(00823.HK)、金沙(01928.HK)、国寿(02628.HK)及九仓置业(01997.HK)依次升4%-5.7%。
蒙牛乳业(02319.HK)料中绩少赚45%-60%,但营收仍可实现正增长,花旗重申蒙牛「买入」评级,以反映公司上半年纯利及销售预测均胜於预期。该股扭两连吐重越牛熊线(29.98元),最高见31.7元,受制今年1月24日所造高位31.95元,现造30.95元,回升6%,成交1,846万股,已接近昨天全日成交量1,948万股。
蒙牛预计,集团上半年纯利按年下降45%-60%,主因是首季疫情爆发为保证员工健康安全、正常复工复产而投入额外疫情防控费用、为尽快降低渠道库存而投入额外营销费用及集团向社会捐赠款物,导致额外成本增加。不过,透过一系列有效措施,集团4-5月整体业务恢复良好,现有可比业务的营收(不包括君乐宝及Bellamy)较去年同期恢复双位数增长。此外,由於集团现金流及库存水平目前都处於健康水平,加上目前於全国所有生产基地均已全面复工复产,整体运营恢复情况持续改善。预计上半年总营收按年比较仍可实现正增长。
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