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《即日市評》人民幣轉強 恆指止連跌 藥股彈高
恆指連跌五個交易日(累跌1,748點或10.3%)後,今日受美團(03690.HK)及金融股帶動回升。美債孳息下跌推升股市,美股道指及納指隔夜各升1.1%及2.3%,執筆之時,美國10年期債券孳息率跌至4.048厘,美匯指數跌至111.1,道指期貨最新升7點或0.02%,納指期貨最新跌1.4%,摩通亞洲區貨幣指數升0.86%報96.83。人行及外管局指要維護股市、債市及樓市健康,人民幣即期收升1,260點報7.1825兌一美元,上證綜指全日升23點或0.78%收2,999點,深證成指升1.68%,滬深兩市成交額9,142億人民幣。 恆指今早低開69點,初段曾跌124點低見15,041點,其後曾倒升418點見15,584點,全日升152點或1%,收15,317點;國指升37點或0.72%,收5,217點;恆生科技指數升71點或2.48%,收2,956點。大市全日成交總額1,307.51億元,滬、深港通南下交易分別淨流入38.07億及27.12億元人民幣。美團全日股價彈高5%,港交所(00388.HK)漲4.3%。上海啟動吸入式新冠疫苗接種,醫藥股顯著上升,康希諾(06185.HK)急彈20.6%,石藥(01093.HK)揚5.3%。 【匯控股價回升 渣打績後上揚】 匯控(00005.HK)全日股價升近0.8%收40.25元,渣打(02888.HK)股價一度抽高5.8%,全日收市升幅收窄至近2.7%報50.2元。瑞信表示,渣打中午公布今年第三季除稅前基本溢利14.16億美元,較市場及該行原預期各高出26%及29%,勝預期主要是季內收入高於預期9%,渣打淨利息收入較預期低出7%,部分原因是交易賬戶資金成本較高,該行指渣打第三季收入高於預期,主要是來自金融市場的非利息收入高預期23%,基於金融市場業務表現,渣打現時預期收入將增長約13%(撇除債務價值調整及按固定匯率基準計算)。 不過,瑞信亦指,渣打第三季業績的負面因素是淨利息收入遜預期,集團並無上調對2023年淨利息收入預測。 【上升股千二隻 華潤啤酒受壓】 港股今日市寬改善,主板股票的升跌比率為28比12(上日為20比21),上升股份1,200隻(升幅3.4%);恆指成份股今日50隻股份上升,下跌股份22隻,升跌比率為68比30(上日為55比42);大市今日錄沽空205.77億元,佔可沽空股份成交額1,131.47億元的18.186%(上日為17.106)。 華潤啤酒(00291.HK)全日股價挫6%收41.5元。摩根士丹利發表報告指,華潤啤酒斥資123億元人民幣收購貴州金沙窖酒酒業55.19%股櫂,而此次收購應該會增加集團的利潤,而且交易價格合理。然而,該行指在當前白酒行業需求放緩的情況下,集團需要更具體的計劃來達到啤酒和白酒之間的協同效應,以令兩個業務錄得可持續增長。 然而,大摩亦指內地白酒行業的競爭,令人憂慮目標公司的增長潛力和可獲取的市場份額。
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