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植耀輝: 國策支持續有憧憬 恆指6月上望22,500點
耀才證券研究部總監植耀輝稱,港股上周表現不俗,全周計上升384點或1.86%,主要受惠美團-W(03690.HK)及騰訊(00700.HK)等大型科技股反彈,兩者上周便分別累升10%及5%。內需股亦見反彈,上海解封加上內地推出多項刺激經濟措施,令多隻消費概股急升,李寧(02331.HK)及海底撈(06862.HK)分別上升近14%及10.8%。啤酒股亦造好,百威亞太(01876.HK)及華潤啤酒(00291.HK)均上升超過9%。不過本地地產股則成為上周表現較差成份股,恆隆地產(00101.HK)累跌5.86%,富時羅素指數旗下之EFRA Nareit Developed Asia Index剔除包括新世界(00017.HK)、恆地(00012.HK)及恆隆三隻股份,拖累三者股價下跌。新世界及恆地上周亦分別累跌2.5%及2%。 至於美團季績。截至三月底止經調整虧損淨額35.86億元(人民幣,下同),當中到店、酒店及旅遊依然貢獻最大,經營溢利按年上升26.4%至34.7億元,餐飲外賣配送服務經營溢利則升至15.77億元。新業務經營虧損雖然按季均有所收窄,但虧損仍達到90.24億元,何時扭虧恐怕非短時間的事。加上集團亦提到酒店及旅遊業務三月份受疫情影響及旅遊限制而有重大衝擊,恐怕第二季度亦有相當大影響。雖然大不少大行在績後相繼上調其評級,惟在新業務未見明顯改善前,筆者暫仍只會抱觀望態度。 至於大市方面,長假期間外圍市況反覆,惟港股在內地疫情繼續緩和以及有更利好扶持措施出台下相信仍能有好表現。另外內地本周亦會公布一系列經濟數據,包括5月進出口、CPI及PPI數據。不過筆者繼續對6月港股看法樂觀,目標22,500點目標暫維持不變。 (筆者為證監會持牌人) ********* 美團(03690.HK)季績勝預期 恆指再挑戰21,100點 耀才研究部稱,上周五(3日)美股三大指數全線下跌,科技股表現最差,納指跌逾2%。美國非農就業數據勝預期,加強了加息的預期,10年期國債息率升至2.93厘,亦拖累了股市的走勢,中國金龍指數挫2.5%。展望本周外圍,美國將公布重磅通脹數據5月份CPI,市場預計數字達8.2%,較前值有所放緩。本港方面,美團-W(03690.HK)上周四(2日)公布季績,其中經調整淨虧損按年、按季分別減少7.8%、8.9%,好過市場預期,ADR較港股升逾5%。恆指ADR及黑期均預示指數將高開近200點,重返約21,100點水平,亦即2月小雙頂的頸線位置,有條件於較高的橫行區間上落(21,100點至22,400點)。 技術上,恆指打破了自2月起浪低於浪的走勢,首要目標需站穩2月小雙頂的頸線位置21,100點,成功突破的話,以量度升幅起計恆指有條件重返22,400點水平。 (筆者為證監會持牌人)~
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