郭家耀: 內地限電壓抑港股 百勝中國(09987.HK)或長線吸
獨立股評人郭家耀稱,美股周一(27日)個別發展,傳統類股份向好,帶動道指收市錄得溫和升幅,債息持續上升,拖累科技股表現,標普500指數及納指均錄得輕微跌幅收市。美元走勢向好,美國十年期債息一度高見1.51厘水平,金價表現靠穩,油價持續上升。港股預託證券大致向上,預料大市早段跟隨高開。內地股市下跌,滬綜指高開低走,收市下跌0.8%,滬深兩市成交額繼續暢旺。
港股表現反覆,指數一度重上24,500點水平,其後受內地股市走勢拖累,收市升幅顯著收窄,大市成交維持清淡。內地限電消息影響多個行業表現,加上恆大(03333.HK)危機未過,市場氣氛普遍謹慎,預料指數短期維持於24,000至25,000點水平上落。
另百勝中國(09987.HK)日前舉行網上投資者日,公布集團的發展藍圖。集團正加快擴大門店網絡,目標邁向2萬間門店,並推動核心品牌及新興品牌,將在未來5年把總資本支出提高到50億至65億元美元,以支持內生增長。大部分資本支出將用於加快核心品牌的增長、門店翻新、擴大新興品牌規模,以及加強供應鏈和數碼化基礎建設。同時公司通過數碼化、自動化、物聯網與人工智慧,提升食品安全、取代人工操作、改善店面總體效率。核心品牌肯德基及必勝客仍有穩健業績,未來將持續加大數碼化和供應鏈的投資,有決心實現長期可持續增長。由於盈警消息,公司股價早前由高位調整,現水平應已反映短期業績風險,長線吸納價值不俗。
(本人沒持有上述股份)~
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