郭家耀: 外圍反覆港股短期乏方向 安踏(02020.HK)盈喜前景看俏
正榮金融業務部副總裁郭家耀稱,美股週一顯着反彈,投資者對聯儲局收水憂慮減退,金融股大幅造好,道指收市升近600點,標普500指數及納指亦走勢向上。美元表現受壓,美國十年期債息回升至1.50釐水平,金價及油價展現反彈。港股預託證券溫和向好,預料大市早段跟隨外圍高開。內地股市個別發展,滬綜指低開高走,收市上升0.1%,滬深兩市成交額超過萬億元水平。
港股昨日跟隨外圍受壓,指數失守多條移動平均線水平,大市成交保持活躍。外圍走勢持續反覆,短期市況未有明確方向,預料指數繼續於28,000至29,000點水平徘徊。
另安踏(02020.HK)發出盈喜,預料上半年收入同比增長不低於50%;經營利潤增長不低於55%;不包括亞瑪芬合資公司的淨利潤增長不低於65%;包括亞瑪芬合資公司的淨利潤增長不低於110%,業績優於市場預期,主要由於多項因素支持,包括安踏品牌、斐樂品牌和其他品牌銷售額回升,零售折扣持續改善,斐樂和其他品牌運營效率提升,以及亞瑪芬合資公司的虧損收窄至約4.4億元人民幣。
市場預期安踏下半年業務表現保持穩健,公司將增加廣告與推廣投入,品牌銷售額有望維持強勁增長。內地體育用品行業處於結構性增長階段,安踏作爲行業龍頭受惠明顯,前景值得樂觀。
(筆者爲證監會持牌人,沒持有上述股份)~
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.