郭家耀: 港股進一步調整壓力料不大 李寧(02331.HK)維持行業首選
正榮金融業務部副總裁郭家耀稱,美股週二(29日)反覆造好,聯儲局取消銀行業派息和回購限制,有利金融股造好,帶動三大指數均錄得溫和升幅收市。美元走勢轉強,金價顯着受壓,油價反覆回穩,美國十年期債息維持於1.47釐水平。港股預託證券大致向好,預料大市早段跟隨高開。內地股市反覆偏軟,滬綜指低開低走,收市下跌0.9%,滬深兩市成交額略爲減少。
港股跟隨內地股市回落,指數失手29,000點水平,金融股及科技股走弱拖累大市表現。外圍市況持續向好,預料大市進一步調整壓力不大,指數在28,800點有初步支持,上方阻力在29,500點水平。
另李寧(02331.HK)日前發盈喜,預期上半年盈利將不少於18億元人民幣,而去年同期盈利則爲6.83億元人民幣,同比增幅超過163%。業績改善主要是由於收入增長超過60%,以及經營利潤率持續改善。李寧錄得強勁的銷售增長,主要受惠市場對國產品牌認受性提升,零售折扣改善情況優於預期,帶動毛利率水平增加。公司通過優化供應鏈來提升營運效率,加上零售效率提升,以及謹慎的庫存管理,預料未來業績增長動力持續,李寧仍是行業優先選擇。
(筆者爲證監會持牌人,沒持有上述股份)~
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