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郭思治: 匯控(00005.HK)創金融海嘯以來新低
阿思達克 08-04 09:13
香港股票分析師協會副主席郭思治稱,踏進8月後,大市於首個交易日呈先升後跌之弱態。恆指昨(3日)先輕微低開29點至24,566點,其後在少許買盤支持下曾一度後抽至24,647點。但買盤不繼,加上沽壓再陣陣湧現,大市卒開始倒跌。恆指更一度急回345點至24,250點,即此刻恆指已進一步跌穿100天線(24,264點)。惟幸沽壓漸退,市勢亦伺機稍作反彈,恆指最後報收24,458點,較上日跌137點,全日總成交金額為1,304億元。

先從移動線方面看。以昨天收市為24,458點計,即已連續兩天低收於50天線(24,682點)之下,論形態當偏淡。加上100天線(24,264點)亦曾一度失守,故整個大市技術上仍處反覆欲試底之弱態中。要擺脫此弱態,恆指必須先成功從越50天線(24,682點)並穩守其上,否則,形勢該不利8月上旬之表現。

匯控(00005.HK)次季盈利遜預期,稅前溢利僅26億美元,低於市場預期12%。惟撥備則高於市場預期,並料全年信貸撥備將達80億美元至130億美元。業績公布後,匯控股價即急跌至32.95元方見喘定,即技術上已稍跌至金融海嘯以來之新低。雖末段稍見反彈,但勢頭偏弱確已頗明顯。

(筆者為證監會持牌人)~

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