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郭家耀: 外圍轉弱港股料難突破 特步(01368.HK)下半年展望仍樂觀
阿思達克 07-16 09:56
正榮金融業務部副總裁郭家耀稱,美股周四(15日)個別發展,道指先跌後回穩,標普500指數一度創出歷史新高,其後科技股走勢轉弱,拖累標指及納指倒跌收市。美元走勢回穩,美國十年期債息繼續下滑,金價反覆向好,油價持續受壓。港股預託證券普遍偏軟,預料大市早段跟隨低開。內地股市反覆回穩,滬綜指低開高走,收市上升1%,滬深兩市成交額繼續暢旺。

港股跟隨外圍反彈,指數一度重上28,000點水平,但其後未能企穩,收市升幅有所收窄,大市成交繼續活躍。外圍表現轉弱,投資者繼續關注政策消息,預料市況短期難有突破,指數繼續於27,000至28,000點水平徘徊。

特步國際(01368.HK)發盈喜,預計上半年盈利大幅增加不少於65%。集團表示收入增長較預期理想,主要由於特步主品牌代理商的補貨訂單強勁,零售表現大幅增加。由於集團在多個線上平台、社交媒體及直播渠道上加大推廣力度以推動銷售,特步主品牌的電子商務業務加速增長。

特步兒童業務在產品設計及質量、品牌定位和零售網絡管理方面重組成功後,銷售勢頭強勁。特步主品牌毛利率亦有所改善,主要由於集團針對消費者喜好而持續進行的產品創新及多元化,以及去年上半年一次性庫存回購導致基數較低。

另外,集團公布今年第二季特步主品牌零售銷售按年增長30%至35%,期內零售折扣水平為75折至8折。上半年計,特步主品牌零售銷售按年增長40%至45%,零售存貨周轉約四個月。特步銷售表現理想,下半年展望仍然樂觀,股價前景值得看好。

(筆者為證監會持牌人,沒持有上述股份)~

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