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郭家耀: 新經濟股轉強港股料試25,200 潤啤(00291.HK)核心盈利增長勝同業
阿思達克 02-10 09:21
安里資產管理董事總經理郭家耀稱,美股周三(9日)繼續向好,美債息由高位回落,刺激科技股進一步反彈,帶動三大指數均錄得顯著升幅收市。美元走勢回落,美國十年期債息下跌至1.90厘水平,金價走勢向好,油價先跌後回升。港股預託證券普遍向上,預料大市早段跟隨高開。 內地股市上升,滬綜指低開高走,收市上升0.8%,滬深兩市成交額進一步增加。 港股跟隨外圍向好,指數重上100天線水平,並逼近25,000點關口,大市成交亦有所增加。新經濟股走勢轉強,有利大市進一步反彈,預料指數可上試25,200點阻力,下方支持在24,000點水平。 另華潤啤酒(00291.HK)早前發盈喜,預期去年度股東應佔溢利為44億至47億元人民幣,按年增加1.10倍至1.24倍。公司表示盈利增幅主要由於去年1月訂立的搬遷補償協議就出讓其擁有的一塊土地收取初始稅後補償收益約13億元,毛利因集團產品平均售價上升而增加,及行政及其他費用主要因固定資產減值虧損和一次性確認員工補償及安置費用下降而減少,以抵銷銷售及分銷費用主要因市場推廣費用及員工成本上升而增加。潤啤盈利表現較市場預期理想,核心盈利增長亦優於同業。市場期望公司有望獲得更高市場份額,銷售有望維持逾兩成增長。持續的產品組合升級,以及進一步產品價格上漲,帶動整體平均售價增長,足以抵銷成本上升壓力。目前2022年預測市盈率約33倍,對應持續增長的盈利能力,估值合理。 (筆者為證監會持牌人,沒持有上述股份)~
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