郭家耀: 憂內房債務港股交投淡 海底撈(06862.HK)重整業務料利好
安里資產管理董事總經理郭家耀稱,美股周二(9日)向下,大市先升後回,投資者紛紛鎖定利潤,拖累三大指數收市均錄得跌幅。美元走勢偏軟,美國十年期債息回落至1.44厘水平,金價先跌後回穩,油價連日向上。港股預託證券個別發展,預料大市早段缺乏方向。內地股市靠穩,滬綜指高開低走,收市上升0.2%,滬深兩市成交額進一步縮減。
港股反覆靠穩,指數早段反彈後,在25,000點水平遇到較大阻力,其後表現反覆,收市錄得溫和升幅,大市成交跌至不足1,000億元水平。市場憂慮內房債務危機,市場成交清淡,整體大市表現繼續反覆,預料指數將於24,500至25,500點水平上落。
另海底撈(06862.HK)表示,為改善集團的經營表現,公司決定開展由執行董事、副首席執行官楊利娟負責領導的「啄木鳥計劃」,主要措施包括持續關注經營業績不佳的門店,包括海外門店,並相應採取改善措施;重建並強化集團部分職能部門,並恢復大區管理體系。於檢討其門店的經營表現後,集團決定調整門店擴張規劃決策,在12月底前逐步關停約300間客流量相對較低及經營業績不如預期的海底撈門店,其中部分門店將暫時休整,擇機重開,休整周期最長不超過兩年。
公司不會裁員並會於集團內妥善安頓該等門店的員工。另外,在科學考核各部門的前提下,持續向員工傳達企業文化及「雙手改變命運」的價值觀,並大力倡導愛和信任為核心的奉獻精神;適時收縮集團的業務擴張計劃,若集團海底撈門店的平均翻檯率低於每天4次,原則上不會規模化開設新的海底撈門店。有關計劃受市場認同,有助減輕短期業績壓力,股價有望展現反彈。
(筆者為證監會持牌人,沒持有上述股份)~
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