郭家耀: 美大選結果難測 港股短期料反覆
正榮金融業務部副總裁郭家耀稱,美股上周五(10月30日)大幅急挫,巨型科企業績表現未如理想,拖累科技股表現疲弱。市場繼續觀望美國總統大選結果以及歐美肺炎疫情發展,投資氣氛較為審慎,道指一度急瀉超過500點,尾市跌幅稍為收窄,三大指數均錄得跌幅收市。美元反覆靠穩,金價低位回升,油價則持續受壓,美國十年期債息回升至0.87厘水平。港股預託證券大致向好,預料大市早段溫和高開。
內地股市反覆受壓,滬綜指收市下跌1.5%,滬深兩市成交額進一步增加。
港股受外圍走勢拖累,指數急跌至24,000點水平,大市成交亦有所增加。市場焦點繼續放在巨型IPO身上,加上外圍疫情仍然嚴峻,以及美國總統大選結果難料,預料指數繼續反覆波動,維持於24,000至24,800點水平上落。
另百勝中國(09987.HK)公布第三季淨利潤4.39億美元,按年增長96.9%。期內,總收入23.48億美元,按年增加1.2%。期內系統銷售額按年增加1.0%,其中肯德基和必勝客分別下降1.0%和6.0%。同店銷售額按年下降6.0%,其中肯德基和必勝客分別下降6.0%和7.0%。季內共開設312家新店,截至9月底,門店總數達到10,150家。餐廳利潤率為18.6%,較去年同期上升0.9個百分點。
百勝中國表示,第三季整體經營狀況按季有所改善,集團通過調整成本結構和提高生產效率,提升餐廳利潤率。百勝更新2020財年目標,預期共開設超過900家新店,較之前800至850家的目標有所增加,主要因為肯德基門店擴張加速以及包含黃記煌新建門店,資本支出預期將在5億至5.5億美元之間。公司的銷售和利潤率強勁增長,並提高開店目標,恢復派息,應有助股價表現。
(筆者為證監會持牌人,沒持有上述股份)~
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