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郭家耀:議息前夕港股成交活躍 李寧(02331.HK)本季全力去庫存
阿思達克 10-31 09:55
匯盈國際資產管理董事總經理郭家耀稱,美股週一(30日)表現向好,地緣政局憂慮紓緩,刺激大市向上,三大指數均錄得顯着升幅收市。美元高位反覆,美國十年期債息上升至4.88釐水平,金價高位偏軟,油價顯着下滑。港股預託證券普遍向下,預料大市早段跟隨低開。 內地股市昨日造好,滬綜指低開高走,收市上升0.1%,滬深兩市成交額進一步增加。 港股表現窄幅波動,投資者觀望聯儲局今周議息結果,以及地緣政局變化,大市好淡爭持,整體成交保持活躍。預料指數短期未有突破,繼續維持17,000至17,800點水平徘徊。 另李寧(02331.HK)公佈第三季度整個平臺之同店銷售按年錄得中單位數下降。就渠道而言,零售渠道錄得中單位數增長及批發渠道錄得10%至20%低段下降,電子商務虛擬店鋪業務按年下降低單位數。期內,李寧銷售點(不包括李寧YOUNG)於整個平臺之零售流水按年錄得中單位數增長。就渠道而言,線下渠道(包括零售及批發)錄得高單位數增長,其中零售(直接經營)渠道錄得20%至30%低段增長及批發(特許經銷商)渠道錄得低單位數增長;電子商務虛擬店鋪業務錄得低單位數下降。李寧第三季同店銷售下跌,主要由於線上銷售疲弱。由於消費市場前景不穩,管理層計劃第四季全力去庫存,銷售表現及毛利率水平將受影響,股價短線難望顯着反彈。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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