郭家耀:人匯轉弱不利中資股 滔搏(06110.HK)前景存挑戰
港灣家族辦公室業務發展總監郭家耀稱,美股週四(19日)個別發展,大市早段一度反彈,其後因債息上揚令升幅大爲收窄,三大指數收市升跌不一。美元走勢強勁,美國十年期債息上升至4.56釐水平,金價及油價表現受壓。港股預託證券普遍偏軟,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0.3%,滬深兩市成交額略爲增加。
港股跟隨外圍反覆偏軟,大市低開後跌幅一度收窄,尾市再度回落,整體成交亦有所增加。外圍減息步伐放緩,市場憂慮影響經濟復甦表現,人民幣走勢轉弱,亦不利中資股表現,預料指數繼續維持於19,000至20,000點水平徘徊。
另滔搏(06110.HK)公佈截至11月底第三財季零售及批發業務總銷售額按年錄得中單位數下跌。截至11月30日,直營門店毛銷售面積較上季末降2.1%,按年則減4.4%。公司第三季度銷售持續下跌,而第二財政季度零售及批發業務總銷售額按年錄得10%至20%低段跌幅。公司表示,受宏觀消費疲軟對行業零售環境的拖累,以及線下客流下滑的影響,以致上半年度收入下降7.9%。公司指出,期內隨着客流與消費場景變化,進一步豐富全域場景佈局,並以效率爲核心,結合品牌屬性採取一系列措施,調整線下門店網絡佈局。新開店主要聚焦於主力品牌的店型及專業品牌的新佈局,改造店則以未來店效的提升爲核心。關店策略方面,加速淘汰低效店鋪,減少客流低迷對線下實體經營效益的衝擊。滔搏的經營數據顯示銷售受宏觀經濟低迷影響,短期情況未有扭轉,業績前景仍有挑戰。
(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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