恒指考验50天线见支持 汇控吐3.5% 腾讯及阿里破顶
季绩胜预期兼暗示或恢复派息的汇控(00005.HK)继昨天续升近半成曾触及34元,受制百天线(34.3元)後,今天扭四连涨,股价曾吐4.3%低见32.35元,现造32.6元,回吐3.5%,成交仅2,081万股,涉资近6.8亿元。
汇控昨午公布,第三季列账基准除税前利润按季急升1.8倍至30.74亿美元,远胜本网之前综合4间券商预测范围(17.65-24.19亿美元)。期内,经调整除税前利润按年跌20.6%至43.04亿美元,高於本网之前综合3间券商预测上限29.19亿美元。高盛指,汇控第三季经调整除税前盈利分别高於市场及该行预测54%及47%,主因受惠於信贷拨备少於预期、收入高於预期及成本稍低於预期,管理层亦有信心完成节省成本及缩减风险加权资产的目标。该行指,汇控资本水平优於预期,并将在允许情况下考虑派发保守全年派息,相信汇控股价将反应正面。此外,美银绩後调高汇控盈测。
本港9月进出口额止跌回升兼胜预期。不过,道指三连跌。港股承昨天扭六连涨回软势,今早低开13点,跌幅曾扩至201点,曾失守10天及100天线(24,622及24,751),低见24,586,守稳50天线(24,562),在重磅股腾讯(00700.HK)及阿里巴巴-SW(09988.HK)分别续升1.5%及回升2.5%曾高见597元及308元纪录高支持,跌幅收窄至125点或0.5%,现造24,661,成交额392亿元。
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