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郭家耀: 短期繼續炒股不炒市
阿思達克 07-02 10:45
正榮金融業務部副總裁郭家耀稱,美股週四繼續造好,油價上升帶動能源股普遍向上,標普500指數再創歷史新高,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回落至1.45釐水平,油價表現向上,金價低位反彈。港股預託證券個別發展,預料大市早段缺乏方向。

內地股市週三表現向好,滬綜指低開高走,收市上升0.5%,滬深兩市成交額略爲減少。港股週三表現反覆偏軟,市況未能受惠外圍升勢,指數繼續徘徊於29,000點水平附近,大市成交保持清淡。投資者對新經濟股前景仍感不明朗,資金轉投其他個別板塊炒作,預料短期繼續炒股不炒市形態,指數將於28,500至29,500點水平徘徊。

行業消息

中國燃氣(00384.HK)公佈全年業績,營業額上升17.5%至699.75億元,盈利上升14%至104.79億元。期內,天然氣售氣總量增長23%至312.1億立方米。集團新獲取38個城鎮管道燃氣項目,至3月底止,集團累計取得642個擁有專營權的管道燃氣項目,並擁有32個天然氣長輸管道、557座天然氣汽車加氣站、一個煤層氣開發項目、113個液化石油氣分銷項目以及建成運營364個多能互補的綜合能源供應項目。所有燃氣項目覆蓋的可接駁人口增至1.53億,按年增長19.2%。由於新接駁用戶及經營現金流低於預期,市場對今次業績較爲失望。另一方面,市場關注十堰事故的發展,管理層認爲事件主要由於缺乏監督所致,並強調公司對安全的關注。公司將加強監督所有項目,目前該事件仍在調查中。管理層預計行業整合進程將加快,因爲具規模的公司擁有更多資源來解決安全問題。公司亦認爲安全問題對資本支出影響不大,因爲公司一直投資於安全設備。整體而言,受業績及安全事件影響,公司股價難免較爲落後,並觀望事件解決結果。

(筆者爲證監會持牌人仕,沒持有上述股份)~

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