郭家耀: 通脹憂慮升溫新經濟股業績遜 港股料受制22,500
安里資產管理董事總經理郭家耀稱,美股周三(23日)表現向下,俄鳥局勢再度緊張,油價顯著急升拖累大市表現,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回落至2.29厘水平,油價重上高位,金價反覆向上。港股預託證券普遍下跌,預料大市早段跟隨低開。
內地股市昨日造好,滬綜指反覆靠穩,收市上升0.3%,滬深兩市成交額進一步縮減。
港股表現向上,指數重上22,000點水平,尾市升幅有所收窄,大市成交保持活躍。外圍走勢再度反覆,油價高企令市場對通脹憂慮加深,新經濟股業績低於預期,成為短期大市調整藉口,預料指數在22,500點附近有較大阻力,下方支持在 21,500點水平。
另永達汽車(03669.HK)去年收入779億元人民幣(下同),按年上升14.25%。當中,新車銷售收入增9.5%至637億元,豪華品牌新車銷售收入提高10.3%至539億元。全年新車銷售毛利率為3.49%,按年提升0.82個百分點。新能源汽車銷售方面,期內銷量達1.59萬架,增長55%,佔整體銷量7.4%。公司將加快佈局新能源汽車服務產業,積極與頭部新能源企業合作,拓展新能源服務產業鏈及後市場的商業機會。期內,售後服務收入按年上升20.5%至115.43億元,金融保險代理服務收入增長14.6%至12.7億元。公司去年全面推動二手車業務增長,二手車交易規模提升37%,二手車業務毛利急增1.16倍至3.78億元。全年盈利為24.8億元,按年上升52.63%;每股盈利1.26元,派末期息每股0.479元,按年增長66%,息率有相當吸引力。
(筆者為證監會持牌人,沒持有上述股份)~
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