郭家耀: 外围未明港股乏方向 高鑫零售(06808.HK)绩佳前景看俏
正荣金融业务部副总裁郭家耀称,美股周一(17日)个别发展,华府对华为实施进一步限制,市场忧虑中美关系持续紧张,道指走势偏软。科技股走势持续偏强,纳指再创历史新高,标普500指数亦逼近新高水平,三大指数收市升跌不一。美元持续向下,美国十年期债息回落至0.68厘水平,金价走势向好,油价表现向上。港股预托证券大致向好,预料大市早段跟随高开。
内地股市走势向上,人行意外放水,加上肺炎疫苗有理想进展,刺激沪综指收市上升2.3%,重上3,400点水平,沪深两市成交额增加至万亿元水平。
港股跟随内地股市向好,指数再度试冲25,500点阻力,但成交未见显着增加。企业业绩表现大致理想,大市气氛有所改善,但外围形势仍然不明朗,预料指数维持上落格局,继续於24,800至25,800点水平上落。
另高鑫零售(06808.HK)日前公布中期业绩,盈利增长约16.8%至约20.6亿元人民币,期内收入增长5.1%至531.7亿元人民币,其中销售货品所得收入增长6.0%至514.9亿元人民币,同店销售增长为5.7%。经营溢利增长11.0%至约33.5亿元人民币,集团期内经营溢利率为6.3%,按年增长0.3个百分点,主因去年开始的双品牌整合提升门店生产力,并改善门店绩效。截至6月底,集团在内地共有481家大卖场及3家中型超市,总建筑面积约为1,297万平方米,透过签订租约或收购地皮方式,物色并取得43个地点开设大卖场,其中37家在建。
集团预计今年开设约10家大卖场,2至3家中型超市,以及30家小型超市,聚焦生鲜品类和快速消费品品类,减少或汰除家电、服饰等品类,而未来中型超市及小型超市将成为主要开店方向。今年疫情令生鲜食品电商录得显着增长,同时开启全民网购风潮,店日均单量保持稳步攀升,B2C业绩占比亦在稳步提升。一季度线上店日均单量逾750单,二季度的店日均单量逾950单。
目前集团B2C用户数达到近5,000万,活跃用户数近1,300万。顾客对购物便利性的诉求越来越高,未来开店小型化和社区化是必然的发展方向,故将集中开设中型及小型超市。业绩表现理想,业务前景乐观,股价应有正面反应。
(笔者为证监会持牌人,没持有上述股份)~
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