郭家耀:觀望下一階段貿易談判港股反覆 百勝中國(09987.HK)業績穩健
港灣家族辦公室業務發展總監郭家耀稱,美股週四(15日)個別發展,科技股急升後出現整固,拖累納指出現回吐,傳統股份反彈,道指及標普500指數均錄得溫和升幅收市。美元走勢向下,美國十年期債息回落至4.43釐水平,金價低位反彈,油價表現受壓。港股預託證券大致偏軟,預料大市早段跟隨低開。
內地股市昨日下跌,滬綜指低開低走,收市下跌0.7%,滬深兩市成交額略爲縮減。
港股高位反覆,指數一度高見23,700點水平,其後反覆回落,收市錄得溫和跌幅,整體成交較前清淡。科技股業績表現參差,未能帶動大市進一步向上。投資者繼續觀望下一階段貿易談判進展,預料指數暫於23,000至24,000點水平徘徊。
另百勝中國(09987.HK)早前公佈第一季業績,總收入增長1%至29.81億美元,淨利潤增長2%至2.92億美元。其中,肯德基季度系統銷售額增長3%。同店銷售額達去年同期水平的100%。同店交易量增長4%,連續第九個季度實現增長。客單價下降4%,主要由於集團通過拓寬價格區間來擴大目標市場。季度外賣銷售增長13%,約佔肯德基公司餐廳收入的43%。季度經營利潤增長4%至3.86億美元,核心經營利潤增長5%。
肯德基季度淨新增門店295家,其中加盟店淨新增122家,佔比41%。截至2025年3月底,門店總數達11,943家。另一文面,必勝客季度系統銷售額增長2%。同店銷售額達去年同期水平的100%。同店交易量增長17%,連續第九個季度實現增長。客單價按年下降14%,主要因爲公司提供了更具性價比的產品。季度外賣銷售增長13%,約佔必勝客公司餐廳收入的42%。季度經營利潤增長27%至6,000萬美元,核心經營利潤增長29%。必勝客季度淨新增門店45家,其中加盟店淨新增15家,佔比33%。截至2025年3月底,門店總數達3,769家。
截至3月底,肯德基與必勝客的會員總數已突破5.4億,相當於每三位中國人中,就有一位是會員,會員消費貢獻總收入佔比達66%。集團亦維持2025年全年目標,淨新增1,600至1,800家門店。百勝中國業務展現出強大的韌性,業績表現持續穩健,未來在下線城市發展及新品牌貢獻增加,成爲業績增長動力。
(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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