郭家耀: 美大选结果难测 港股短期料反覆
正荣金融业务部副总裁郭家耀称,美股上周五(10月30日)大幅急挫,巨型科企业绩表现未如理想,拖累科技股表现疲弱。市场继续观望美国总统大选结果以及欧美肺炎疫情发展,投资气氛较为审慎,道指一度急泻超过500点,尾市跌幅稍为收窄,三大指数均录得跌幅收市。美元反覆靠稳,金价低位回升,油价则持续受压,美国十年期债息回升至0.87厘水平。港股预托证券大致向好,预料大市早段温和高开。
内地股市反覆受压,沪综指收市下跌1.5%,沪深两市成交额进一步增加。
港股受外围走势拖累,指数急跌至24,000点水平,大市成交亦有所增加。市场焦点继续放在巨型IPO身上,加上外围疫情仍然严峻,以及美国总统大选结果难料,预料指数继续反覆波动,维持於24,000至24,800点水平上落。
另百胜中国(09987.HK)公布第三季净利润4.39亿美元,按年增长96.9%。期内,总收入23.48亿美元,按年增加1.2%。期内系统销售额按年增加1.0%,其中肯德基和必胜客分别下降1.0%和6.0%。同店销售额按年下降6.0%,其中肯德基和必胜客分别下降6.0%和7.0%。季内共开设312家新店,截至9月底,门店总数达到10,150家。餐厅利润率为18.6%,较去年同期上升0.9个百分点。
百胜中国表示,第三季整体经营状况按季有所改善,集团通过调整成本结构和提高生产效率,提升餐厅利润率。百胜更新2020财年目标,预期共开设超过900家新店,较之前800至850家的目标有所增加,主要因为肯德基门店扩张加速以及包含黄记煌新建门店,资本支出预期将在5亿至5.5亿美元之间。公司的销售和利润率强劲增长,并提高开店目标,恢复派息,应有助股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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