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郭家耀: 觀望氣氛濃厚港股料續反覆 百勝中國(09987.HK)同店銷售勝預期
阿思達克 05-04 09:50
正榮金融業務部副總裁郭家耀稱,美股周一(5月3日)表現向上,投資者憧憬經濟持續復甦,有利企業盈利表現,道指及標普500指數錄得升幅收市。科技股先升後回,納指逆市向下。美元持續受壓,美國十年期債息回落至1.60厘水平,金價及油價走勢向好。港股預託證券大致向上,預料大市早段跟隨高開。

內地股市假期休市,港股昨日走勢反覆向下,指數跌穿100天線水平,港股通暫停下成交顯著減少。市場觀望氣氛濃厚,投資者留意行業監管消息,以及企業首季業績表現,預料大市短期維持反覆偏軟格局,指數在28,000點應有初步支持,上方阻力在29,000點附近。

另百勝中國(09987.HK)早前公布首季業績,營業額上升45.8%至25.57億美元,盈利上升271%至2.3億美元。不計及外幣換算的影響,季內系統銷售額較去年同期增加34%,其中肯德基和必勝客分別增長24%和57%;同店銷售額按年增加10%,其中肯德基和必勝客分別增長5%和38%。季度共開設315家新店,截至今年3月底,門店總數達到10,725家。

集團表示銷售額仍受到區域性疫情反覆和出行顯著減少的影響。雖然疫情影響正在消退,但集團預計同店銷售額恢復到2019年的水平尚需時日。短期內業務的重點是將消費者重新引流回門店,集團計劃將更多地投資於市場營銷、價值定位、數字化互動和客戶服務。公司整體表現穩健,同店銷售增長優於預期,市場反應正面。內地民眾出行增加,有利尚務進一步復甦,前景值得看好。

(筆者為證監會持牌人,沒持有上述股份)~

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