郭家耀:觀望貿易談判港股料受限 中海油(00883.HK)盈利前景樂觀
港灣家族辦公室業務發展總監郭家耀稱,美股週三(23日)繼續向好,中美貿易戰持續降溫,有利大市氣氛,道指一度升幅接近1,200點,尾市升幅略爲回順,三大指數仍錄得顯着升幅收市。美元走勢向上,美國十年期債息下滑至4.38釐水平,金價顯着回落,油價表現亦受壓。港股預託證券變動不大,預料大市早段缺乏方向。
內地股市昨日個別發展,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額有所增加。
港股跟隨外圍上升,指數重上22,000點水平,整體成交則保持清淡。市場觀望中美貿易談判進展,或限制大市短期進一步反彈空間,預料指數在22,500點有較大阻力,下方支持在21,500點水平。
另中海油(00883.HK)去年實現營業收入4,205億元人民幣,按年上升0.9%,當中油氣銷售收入3,556億元人民幣,按年上升8.5%。錄得盈利1,379億元人民幣,按年上升11.4%。期內,公司油氣淨產量達7.27億桶油當量,按年增長7.2%。公司去年石油液體實現價格按年下跌1.6%至每桶76.75美元,天然氣實現價格下降3.3%至每千立方英尺7.72美元。全年桶油主要成本爲每桶油當量28.52美元,按年下降約1.1%。公司成本控制出色,產量亦持續穩定增長,有助盈利前景維持樂觀。清晰的派息政策亦有助加強投資者信心。
(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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