郭家耀: 外圍未明港股乏方向 高鑫零售(06808.HK)績佳前景看俏
正榮金融業務部副總裁郭家耀稱,美股周一(17日)個別發展,華府對華為實施進一步限制,市場憂慮中美關係持續緊張,道指走勢偏軟。科技股走勢持續偏強,納指再創歷史新高,標普500指數亦逼近新高水平,三大指數收市升跌不一。美元持續向下,美國十年期債息回落至0.68厘水平,金價走勢向好,油價表現向上。港股預託證券大致向好,預料大市早段跟隨高開。
內地股市走勢向上,人行意外放水,加上肺炎疫苗有理想進展,刺激滬綜指收市上升2.3%,重上3,400點水平,滬深兩市成交額增加至萬億元水平。
港股跟隨內地股市向好,指數再度試衝25,500點阻力,但成交未見顯著增加。企業業績表現大致理想,大市氣氛有所改善,但外圍形勢仍然不明朗,預料指數維持上落格局,繼續於24,800至25,800點水平上落。
另高鑫零售(06808.HK)日前公布中期業績,盈利增長約16.8%至約20.6億元人民幣,期內收入增長5.1%至531.7億元人民幣,其中銷售貨品所得收入增長6.0%至514.9億元人民幣,同店銷售增長為5.7%。經營溢利增長11.0%至約33.5億元人民幣,集團期內經營溢利率為6.3%,按年增長0.3個百分點,主因去年開始的雙品牌整合提升門店生產力,並改善門店績效。截至6月底,集團在內地共有481家大賣場及3家中型超市,總建築面積約為1,297萬平方米,透過簽訂租約或收購地皮方式,物色並取得43個地點開設大賣場,其中37家在建。
集團預計今年開設約10家大賣場,2至3家中型超市,以及30家小型超市,聚焦生鮮品類和快速消費品品類,減少或汰除家電、服飾等品類,而未來中型超市及小型超市將成為主要開店方向。今年疫情令生鮮食品電商錄得顯著增長,同時開啟全民網購風潮,店日均單量保持穩步攀升,B2C業績佔比亦在穩步提升。一季度線上店日均單量逾750單,二季度的店日均單量逾950單。
目前集團B2C用戶數達到近5,000萬,活躍用戶數近1,300萬。顧客對購物便利性的訴求越來越高,未來開店小型化和社區化是必然的發展方向,故將集中開設中型及小型超市。業績表現理想,業務前景樂觀,股價應有正面反應。
(筆者為證監會持牌人,沒持有上述股份)~
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