郭家耀: 觀望業績港股料反覆 海豐國際(01308.HK)調整後可低吸
安里資產管理董事總經理郭家耀稱,美股周一(25日)表現向好,企業業績亮麗帶動市況向上,三大指數均錄得升幅收市。美元表現向上,金價及油價走勢造好,美國十年期債息回落至1.63厘水平。港股預託證券普遍靠穩,預料大市早段溫和高開。內地股市反覆上升,滬綜指低開高走,收市上升0.8%,滬深兩市成交額繼續破萬億元人民幣水平。
港股經過連日上升後在高位整固,大市在26,000點水平爭持,成交額維持清淡。藍籌股個別發展,市場觀望內地政策消息及企業第三季業績表現,預料指數繼續於25,500至26,500點水平上落。
另海豐國際(01308.HK)公布今年9個月集團集裝箱航運物流業務的收入約20.155億美元,較去年同期增長77.6%。集裝箱航運及延伸物流業務的集裝箱運量約224.83萬標準箱,較去年同期增長21.2%,集裝箱航運及延伸物流業務的平均運費達每標準箱774.1美元,較去年同期增長48.6%。乾散貨及其他業務產生的收入約2,210萬美元,較去年同期增長30%,集團整體收入約20.376億美元,較去年同期增長76.9%。管理層對2022年東南亞合同費率持樂觀態度,預計將按年上升2至3倍,將推動海豐明年盈利,近日調整後可低吸。
(筆者為證監會持牌人,沒持有上述股份)~
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