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郭家耀:外圍略紓緩港股料續反覆 艾德韋宣(09919.HK)估值合理
阿思達克 03-17 09:25
安里資產管理董事總經理郭家耀稱,美股周四(16日)先跌後回升,歐洲央行繼續大手加息,大市早段一度急挫,其後傳出華爾街大行聯手拯救有問題的地區銀行,刺激指數掉頭向上,三大指數均錄得升幅收市。美元走勢回落,美國十年期債息回升至3.57厘水平,金價及油價反覆向好。港股預託證券普遍向好,預料大市早段跟隨外圍高開。 內地股市昨日下滑,滬綜指低開低走,收市下跌1.1%,滬深兩市成交額略為增加。 港股表現受外圍影響,指數再創今年低位,其後跌幅收窄,穩守19,000點水平,大市成交保持清淡。外圍情況有所紓緩,投資者繼續觀望銀行業事態發展,預料指數維持於19,000至20,000點水平上落。 另艾德韋宣(09919.HK)為大中華領先的泛時尚品牌數據互動營銷集團,專注於提供體驗營銷、數字營銷及推廣及知識產權拓展。集團累計全球知名品牌客戶超過550家,當中包括中高端時尚品牌;中高端汽車品牌及中國本土品牌。去年上半年集團表現業績受到疫情影響,下半年情況明顯改善。集團全年營業額6.95億元人民幣,按年下跌23.1%,盈利下跌74.4%至2,363.2萬元人民幣。全年派息共22.7港仙,現價計股息率約19%,相當吸引。 中國依然是全球奢侈品市場重要的增長引擎,奢侈品牌未來將會非常積極在中國市場大量投放廣告及進行宣傳活動,目前集團已獲得多個來自全球及本地客戶在內地及香港的營銷服務項目,將於今年進行。集團對今年整體業務充滿信心,公司估值仍處合理水平,派息亦相當吸引,前景樂觀。 (筆者為證監會持牌人,本人及相關人士沒持有上述股份)~
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