郭家耀: 观望气氛浓厚港股料续反覆 百胜中国(09987.HK)同店销售胜预期
正荣金融业务部副总裁郭家耀称,美股周一(5月3日)表现向上,投资者憧憬经济持续复苏,有利企业盈利表现,道指及标普500指数录得升幅收市。科技股先升後回,纳指逆市向下。美元持续受压,美国十年期债息回落至1.60厘水平,金价及油价走势向好。港股预托证券大致向上,预料大市早段跟随高开。
内地股市假期休市,港股昨日走势反覆向下,指数跌穿100天线水平,港股通暂停下成交显着减少。市场观望气氛浓厚,投资者留意行业监管消息,以及企业首季业绩表现,预料大市短期维持反覆偏软格局,指数在28,000点应有初步支持,上方阻力在29,000点附近。
另百胜中国(09987.HK)早前公布首季业绩,营业额上升45.8%至25.57亿美元,盈利上升271%至2.3亿美元。不计及外币换算的影响,季内系统销售额较去年同期增加34%,其中肯德基和必胜客分别增长24%和57%;同店销售额按年增加10%,其中肯德基和必胜客分别增长5%和38%。季度共开设315家新店,截至今年3月底,门店总数达到10,725家。
集团表示销售额仍受到区域性疫情反覆和出行显着减少的影响。虽然疫情影响正在消退,但集团预计同店销售额恢复到2019年的水平尚需时日。短期内业务的重点是将消费者重新引流回门店,集团计划将更多地投资於市场营销、价值定位、数字化互动和客户服务。公司整体表现稳健,同店销售增长优於预期,市场反应正面。内地民众出行增加,有利尚务进一步复苏,前景值得看好。
(笔者为证监会持牌人,没持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.