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郭家耀: 外圍波動港股料反覆 海爾智家(06690.HK)利潤增長可期
安里資產管理董事總經理郭家耀稱,美股週二(10日)個別發展,大市早段有趁低吸納,道指一度反彈超過500點,其後走勢逆轉,收市錄得溫和跌幅,科技股造好,帶動標普500指數及納指走勢向上。美元高位徘徊,美國十年期債息跌穿3厘水平,金價反覆下挫,油價走勢亦偏軟。港股預託證券普遍向下,預料大市早段跟隨低開。 內地股市昨日上升,滬綜指低開高走,收市上升1.3%,重上3,000點水平,滬深兩市成交額明顯增加。 港股跟隨外圍向下,指數一度低見19,200點水平,其後跟隨內地股市反彈,大市跌幅明顯收窄,整體成交亦有所增加。外圍走勢持續波動,市場氣氛未有改善,預料指數短期反彈空間有限,繼續於19,200至20,000點水平徘徊。 另海爾智家(06690.HK)公布第一季實現營業收入602.5億元人民幣(下同),按年增加10%,淨利潤增長15.1%至35.1億元。雖然成本上漲及內地部分城市實施封控,海爾首季表現仍然不俗。海爾內地及海外收入均錄得增長,上半年海外銷售疲軟主要是由於匯兌影響及物流和供應鏈問題。 管理層表示歐美家電需求理想,並預計下半年海外銷售將快速增長。海爾的海外渠道和品牌投資已達收成期,有助進一步擴大市場份額,並推動利潤率擴張。海爾高端品牌繼續表現理想,主要受惠於經銷商積極性提高。公司的產品結構改善和效率提升,在營銷方式、渠道優化和供應鏈管理領域的數字化取得成功,令海爾未來實現持續的利潤率增長。市場預期海爾全年的營收及利潤均可保持雙位數字增長,加上內地家電消費政策推動,有助股價後市表現。 (筆者為證監會持牌人,沒持有上述股份)~
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