郭家耀:假期氣氛濃厚港股料反覆 同程(00780.HK)國際業務前景可期
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(20日)大幅反彈,大市早段低開後,由於通脹數據低於預期,刺激大市顯着回升,道指一度急升超過800點,尾市升幅略爲回順,三大指數均錄得升幅收市。美元由高位回落,美國十年期債息下滑至4.53釐水平,金價及油價低位有反彈。港股預託證券大致向好,預料大市早段跟隨溫和高開。
內地股市上週五偏軟,滬綜指反覆低收,收市下跌1點,滬深兩市成交額略爲增加。
港股上週五窄幅波動,指數低開後好淡增持,收市錄得輕微跌幅,大市成交因指數換馬關係而明顯增加。大市走勢持續反覆,假期氣氛濃厚下,預料指數短期未有突破,繼續於19,200至20,200點水平上落。
另國家移民管理局日前發佈公告,將過境免籤外國人在境內停留時間延長至10天,並新增21個口岸作爲過境免籤人員出入境口岸,進一步擴大停留活動區域。消息公佈後,衆多外國遊客通過同程旅行(00780.HK)及旗下國際旅行預訂平臺HopeGoo關注和預訂入境機票、酒店等產品。同程旅行數據顯示,消息公佈一小時內,海外遊客搜索國內酒店和入境機票的搜索熱度較前日同一時段上漲87%。新年對外國遊客具有較高的吸引力,海外遊客預訂元旦前後入住的酒店預訂熱度較前日同一時段上漲超過5倍。同程研究院分析認爲,過境免籤政策時間延長和活動範圍擴大,將吸引更多符合條件的外國人來中國旅遊,從而促進中國入境旅遊市場的進一步增長。同程旅行在新加坡成立海外總部,今年中推出國際旅遊預訂平臺HopeGoo。目前公司的國際業務營收貢獻較低,未來有望逐漸提升盈利能力,擴大在全球市場的份額及整體盈利佔比,提升公司估值水平。
(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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