植耀輝: 騰訊(00700.HK)業績成焦點 港股繼續上落格局
耀才證券研究部總監植耀輝稱,過去不少上市公司為加深散戶投資者對該公司之認識,部分會舉辦如投資推介會,以令投資者對公司業務發展有更詳細之了解;而部分快將上市之公司,則會透過在媒體大賣廣告的形式,以加深外界的印象。不過,像恆大健康(00708.HK)早前如此鋪天蓋地宣傳,恐怕也真是少之又少。當然,純以宣傳推廣角度,短時間內確令「恆馳」品牌變得街知巷聞。不過如此「洗腦式」宣傳,外界評價卻似乎是毀多於譽。
至於該公司電動車發展前景,筆者本已搜集不少資料,不過見坊間有更多高手已作詳細分享,不贅;只是以一間市值已達2,340億港元之公司而言,炒憧憬也似乎已過份反映了!筆者在此只想說,與其斥資大賣廣告,倒不如保留資金,盡快推出產品會更好,以免他日陷入廣告賣了,錢也花了,但卻遲遲未有產品面世的尷尬局面。
也要談談港股最新部署。傳統上8月股市也會有較大波動,皆因投資者會較關注大藍籌業績表現,不過今年情況更加難測,政治因素仍是最大的不確定性,美國會否再向中國企業出招當然備受關注;相比之下,今日公布業績之騰訊(00700.HK)焦點亦由業務表現轉為未來「向外闖」之發展策略會否有所改變,這亦會是分析員會議上大家最關注的話題。至於恆指表現,雖然昨日大幅抽升,但預期仍只會維持拉鋸格局,於24,000至25,000點水平上落。
(筆者為證監會持牌人,並未持有相關股份)~
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