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恆指考驗50天線見支持 匯控吐3.5% 騰訊及阿里破頂
阿思達克 10-28 10:29
季績勝預期兼暗示或恢復派息的匯控(00005.HK)繼昨天續升近半成曾觸及34元,受制百天線(34.3元)後,今天扭四連漲,股價曾吐4.3%低見32.35元,現造32.6元,回吐3.5%,成交僅2,081萬股,涉資近6.8億元。

匯控昨午公布,第三季列賬基準除稅前利潤按季急升1.8倍至30.74億美元,遠勝本網之前綜合4間券商預測範圍(17.65-24.19億美元)。期內,經調整除稅前利潤按年跌20.6%至43.04億美元,高於本網之前綜合3間券商預測上限29.19億美元。高盛指,匯控第三季經調整除稅前盈利分別高於市場及該行預測54%及47%,主因受惠於信貸撥備少於預期、收入高於預期及成本稍低於預期,管理層亦有信心完成節省成本及縮減風險加權資產的目標。該行指,匯控資本水平優於預期,並將在允許情況下考慮派發保守全年派息,相信匯控股價將反應正面。此外,美銀績後調高匯控盈測。

本港9月進出口額止跌回升兼勝預期。不過,道指三連跌。港股承昨天扭六連漲回軟勢,今早低開13點,跌幅曾擴至201點,曾失守10天及100天線(24,622及24,751),低見24,586,守穩50天線(24,562),在重磅股騰訊(00700.HK)及阿里巴巴-SW(09988.HK)分別續升1.5%及回升2.5%曾高見597元及308元紀錄高支持,跌幅收窄至125點或0.5%,現造24,661,成交額392億元。

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