郭家耀:觀望政策消息及人民幣走勢 料市況維持上落形態
港灣家族辦公室業務發展總監郭家耀稱,美股週四表現回落,市場觀望即將公佈的就業數據表現,大市在高位徘徊,三大指數均錄得跌幅收市。美元走勢回落,美國十年期債息亦下滑至4.17釐水平,金價表現向下,油價走勢受壓。港股預託證券大致靠穩,預料大市早段變動不大。內地股市昨日上升,滬綜指低開高走,收市上升0.1%,滬深兩市成交額有所縮減。港股昨日反覆偏軟,市場觀望氣氛濃厚,大市成交進一步減少。投資者繼續觀望政策消息以及人民幣走勢表現,預料市況維持上落形態,指數繼續於19,000至19,800點水平徘徊。
行業消息
美團(03690.HK)早前公佈第三季經調整盈利128.29億元人民幣,按年增長1.24倍。期內總收入935.77億元人民幣,上升22.4%。第三季核心本地商業分部的收入694億元人民幣,按年增長20.2%;經營溢利146億元人民幣,按年增長44.4%;經營利潤率提升3.5個百分點至21%。即時配送業務繼續穩健增長,訂單量按年增長14.5%。到店酒旅業務錄得強勁增長,訂單量增長超過50%。新業務分部的收入242億元人民幣,按年增長28.9%,主要由於商品零售業務的收入增長;經營虧損收窄至10億元人民幣,去年同期爲虧損51億元人民幣;經營虧損率按季改善1.9個百分點至4.2%。第三季實現經營現金流入152億元人民幣。截至9月底止,持有的現金及現金等價物和短期理財投資分別爲425億和917億元人民幣。美團配送業務保持領先地位,競爭格局穩定,到店本地服務亦快速增長,新業務營運效率改善,虧損有所收窄,資產負債表強勁。美團管理層的執行能力強勁,競爭策略清晰,前景仍然值得樂觀。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)
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