郭家耀: 新經濟股回吐港股料反覆 百勝中國(09987.HK)第二上市觸目
正榮金融業務部副總裁郭家耀稱,美股周一(8月31日)個別發展,市場憂慮經濟前景未明,加上中美關係持續緊張,影響大市表現,道指及標普500指數收市錄得跌幅,科技股持續強勢,納指逆市繼續破頂。美元走勢偏軟,美國十年期債息回落至0.70厘水平,金價表現向好,油價則輕微受壓。港股預託證券大致偏軟,預料大市早段跟隨低開。
內地股市高開低走,受8月份官方PMI數據表現理想帶動,滬綜指早段造好,其後高位有獲利回吐,收市下跌0.2%,失守3,400點水平,滬深兩市成交額回升至萬億元人民幣水平。
港股由高位回落,大市早段一度衝破250天線水平,其後升幅逐步收窄並倒跌收市,大市成交明顯增加。新經濟類股份早前升幅較大,高位出現獲利回吐,傳統類版塊業績未如理想,拖累大市表現。預料短期市況將維持反覆格局,25,800點成為短期阻力位,下方支持在24,500點水平。
另百勝中國(09987.HK)計劃在港第二上市,集資20億美元。百勝中國旗下品牌包括肯德基、必勝客、塔可貝爾、東方既白、小肥羊、黃記煌和COFFii & JOY,目前公司總市值達約200億美元。2015年10月百勝餐飲集團宣布分拆為百勝中國和百勝餐飲集團兩家上市公司。兩家獨立公司將聚焦各自的業務重點,根據自身業務發展需要來調配資源,尋求優化資本結構及資本分配的戰略,吸引不同需求的投資者。
2016年11月百勝中國在紐交所上市,早前公布今年第二季度業績,集團收入按年下跌11%至19億美元,淨利潤跌26%至1.32億美元,經調整淨利潤按年跌23%至1.36億美元,相信主要受疫情影響。由於公司擁有強勁餐飲網絡,相信招股將可吸引投資者關注。
(筆者為證監會持牌人,沒持有上述股份)~
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