郭家耀:外圍反覆港股料24,000有阻力 攜程(09961.HK)整體業績符預期
港灣家族辦公室業務發展總監郭家耀稱,美股週四(27日)顯着下滑,美國總統特朗普確認下週將向加拿大、墨西哥及中國實施關稅措施,拖累大市氣氛,科技股顯着受壓,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回升至4.26釐水平,金價走勢向下,油價則低位企穩。港股預託證券大致靠穩,預料大市早段變動不大。
內地股市昨日向好,滬綜指低開高走,收市上升0.2%,滬深兩市成交額達兩萬億水平。
港股昨日先升後回,指數一度衝破24,000點水平,其後有獲利回吐,並倒跌收市,大市成交達四千億元水平。市場氣氛仍然理想,不過考慮到外圍走勢反覆,短期大市在24,000點水平會有阻力,下方支持在23,200點附近。
另攜程-S(09961.HK)日前公佈去年全年盈利170.67億元人民幣(下同),按年上升72.1%。全年經調整EBITDA爲170.7億元,按年上升22.1%。期內收入合計533.77億元,按年上升19.8%。住宿預訂營業收入爲216億元,按年上升25%。交通票務營業收入爲203億元,上升10%。旅遊度假業務營業收入爲43億元,上升38%。商旅管理業務營業收入爲25億元,上升11%。
單計第四季,攜程淨利潤21.57億元,按年升66.31%,收入合計127.68億元,上升23.5%。第四季經調整EBITDA爲29.8億元,按年上升4.38%。公司董事會已授權於2025年採取新的資本回報措施,包括回購總額高達4億美元股份,以及約2億美元的現金股息。攜程整體業績符合預期,不過今年首季及全年經調整營運利潤率展望低於市場預期,市場憂慮基數效應及疫情後旅遊需求逐漸復常,短線股價將受一定壓力。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.