金融股撐恆指收復逾400點失地倒升 全年少賺3%但增派息安踏(02020.HK)漲近7%
恆指今早延續過去四連跌弱勢,在績後隨ADR下挫重磅股騰訊(00700.HK)、美團(03690.HK)、小米(01810.HK)及阿里(09988.HK)依次裂口低開近3.8%-5%拖累,低開290點或1%報27,628,跌幅擴至413點低見27,505(為今年1月初以來最低)喘定,在匯控(00005.HK)、中銀(02388.HK)、港交所(00388.HK)及友邦(01299.HK)升1%-4%支持逐步收復失地兼倒升,最高見27,988,現造27,952元,倒升34點,成交額960億元。
安踏體育(02020.HK)去年少賺3.4%但增派末期息,瑞信及野村績後重申安踏「跑贏大市」及「買入」評級,但將目標價下調至154元及145.2元,以反映目前市況。該股扭四連跌,今早逆市高開4.3%報116.7元,升幅擴大,最高見119.6元,逼近10天線(119.98元),現造119.5元,回升6.8%,成交增至1,242萬股,涉資14.53億元。
安踏公布,去年純利按年倒退3.4%報51.62億元人民幣(下同),為2013年以來首降,每股盈利191.92分,末期股息按年增近31%至47港仙。期內,總營收按年升4.7%至355.12億元,其中「安踏」品牌收入佔157.49億元。去年毛利按年增近11%至206.51億元,整體毛利率按年增3.2個百分點至58.2%;經營溢利按年升5.3%至91.52億元。
瑞信績後指,安踏受利息開支增加影響,去年淨利潤按年跌3.4%稍遜該行預期,但基於更好發展前景,以及管理層上調今年增長指引,將安達品牌增長預測由10%提升至超過15%,並預期Fila可增長超過30%(較早前預測僅增20%)。因此,在更高收入及毛利率預期下,該行將安踏明年盈測上調5%。不過,考慮到目前市況,將其目標價下調6%至154港元。
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