郭家耀: 新经济股回吐港股料反覆 百胜中国(09987.HK)第二上市触目
正荣金融业务部副总裁郭家耀称,美股周一(8月31日)个别发展,市场忧虑经济前景未明,加上中美关系持续紧张,影响大市表现,道指及标普500指数收市录得跌幅,科技股持续强势,纳指逆市继续破顶。美元走势偏软,美国十年期债息回落至0.70厘水平,金价表现向好,油价则轻微受压。港股预托证券大致偏软,预料大市早段跟随低开。
内地股市高开低走,受8月份官方PMI数据表现理想带动,沪综指早段造好,其後高位有获利回吐,收市下跌0.2%,失守3,400点水平,沪深两市成交额回升至万亿元人民币水平。
港股由高位回落,大市早段一度冲破250天线水平,其後升幅逐步收窄并倒跌收市,大市成交明显增加。新经济类股份早前升幅较大,高位出现获利回吐,传统类版块业绩未如理想,拖累大市表现。预料短期市况将维持反覆格局,25,800点成为短期阻力位,下方支持在24,500点水平。
另百胜中国(09987.HK)计划在港第二上市,集资20亿美元。百胜中国旗下品牌包括肯德基、必胜客、塔可贝尔、东方既白、小肥羊、黄记煌和COFFii & JOY,目前公司总市值达约200亿美元。2015年10月百胜餐饮集团宣布分拆为百胜中国和百胜餐饮集团两家上市公司。两家独立公司将聚焦各自的业务重点,根据自身业务发展需要来调配资源,寻求优化资本结构及资本分配的战略,吸引不同需求的投资者。
2016年11月百胜中国在纽交所上市,早前公布今年第二季度业绩,集团收入按年下跌11%至19亿美元,净利润跌26%至1.32亿美元,经调整净利润按年跌23%至1.36亿美元,相信主要受疫情影响。由於公司拥有强劲餐饮网络,相信招股将可吸引投资者关注。
(笔者为证监会持牌人,没持有上述股份)~
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