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《即日市評》美加息半厘 恆指倒跌 百威亞太逆市彈
美聯儲局如預期加息0.5厘,恆指今日先升後回。聯儲局加息半厘遏制高通脹,聯邦基金利率的目標區間從0.25%至0.5%上調至0.75%至1%,並從6月開始縮減資產負債表,聯儲局主席鮑威爾指未來兩次議息會議並未積極考慮單次加息75個基點,美股道指及納指昨晚各升2.8%及3.2%;執筆之時美國十年期國債孳息率跌至2.968厘,美匯指數升至102.91,美股道指期貨最新跌177點或0.52%,納指期貨最新跌1.1%,摩通亞洲區貨幣指數跌0.23%至104.26。中國4月財新服務業PMI急降至36.2低於市場預期40,上證綜指今日反覆升20點或0.68%收3,067點,深證成指升0.2%,滬深兩市成交額共9,010億人民幣。 港股今日先升後回,恆指高開293點,初段曾升415點一度高見21,284點,其後升幅收窄,尾市轉跌,全日跌76點或0.36%,收20,793點;國指跌19點或0.28%,收7,117點;恆生科技指數跌6點或0.14%,收4,258點。大市全日成交總額1,007.26億元,滬港通南下交易淨流入8.42億元人民幣,深港通南下交易淨流出3.32億元人民幣。 【美加息半厘 匯控股價吐】 美聯儲局主席鮑威爾指未來兩次議息會議並未積極考慮單次加息75個基點,銀行股今日走個別,渣打(02888.HK)股價升近1%,但中銀香港(02388.HK)股價微跌0.2%,而匯控(00005.HK)股價回吐0.6%收50.45元。摩根大通發表報告表示,市場憧憬匯控或潛在分拆亞洲業務不斷升溫,但該行認為匯控分拆亞洲業務,可能會削弱匯豐的全球網絡及其跨境銀行業務,從而導致市場份額和收入下降。例如集團在環球銀行及資本市場(GBM)中,相關亞洲分部的收入中約50%來自美洲、歐洲或英國的客戶。 摩通亦認為重組可能會導致監管審查日益嚴格,代價高昂。該行認為匯控不太可能分拆亞洲業務,市場最終或會失望。 【沽空率回落 百威亞太彈】 港股今日市寬略改善,主板股票的升跌比率為18比20(上日14比24),恆指成份股今日26隻股份上升,下跌股份39隻,升跌比率為39比59(上日為4比55);大市今日錄沽空168.16億元,佔可沽空股份成交額828.12億的20.306%(上日為26.369%)。 百威亞太(01876.HK)今日股價抽上,盤中曾高見21.9元一度彈11.4%,最終收報21元升6.8%。高盛發表報告表示,百威亞太截至今年3月底止首季股東應佔正常化溢利為3.04億美元,按年升28.8%,高於該行及市場同業原預期2.49億美元(按年升5.4%),主要是較低稅率所致。該行指,百威亞太首季業績優預期,主要是亞太地區東部(特別是南韓業務)所推動,首季亞太地區東部業務收入按年升10.3%,該地區的正常化除息稅折舊攤銷前盈利按年增長達45.6%。 高盛關注百威亞太在中國、南韓地區業務情況及管理層指引、以及成本通脹壓力等,維持對其「買入」投資評級及目標價26元。(wl/u) ~
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