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郭家耀:貿易談判乏進展港股或考驗23,000關 雅各臣(02633.HK)派息有望逐步增加
阿思達克 06-02 09:23
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(30日)反覆造好,美國最新消費及通脹數據優於預期,但美國總統特朗普表示中方違反貿易協議,令貿易談判前景不明,拖累大市一度下挫,其後低位回升,三大指數收市升跌不一。美元走勢向好,美國十年期債息下滑至4.39厘水平,金價表現向下,油價走勢亦受壓。港股預託證券普遍下跌,預料大市早段跟隨低開。 內地股市上週五表現向下,滬綜指低開低走,收市下跌0.5%,滬深兩市成交額保持萬億元人民幣水平。 港股上週五跟隨外圍回落,指數低見23,100點水平,尾市跌幅稍為收窄,整體成交保持活躍。科技股普遍受壓,拖低大市表現。貿易談判缺乏進展,預料指數繼續考驗23,000點支持,上方阻力在23,800點附近。 另雅各臣科研製藥(02633.HK)為香港領先的醫藥公司,提供一系列的基礎藥品及專科藥物,擁有垂直整合的業務,包括產品研發、生產、分銷、銷售及物流。集團在私營及公營領域,具有最廣泛的銷售及分銷的市場覆蓋,並積極向策略性選擇的亞洲市場伸延擴展。集團於香港設有多間非專利藥生產設施,並在各種治療藥物類別中擁有廣泛及不斷擴展的產品組合。集團也有兩間獲GMP認證的中藥生產設施在香港運作。雅各臣積極投資於商業基礎建設,並管理倉庫、物流、監管、品質,以至銷售及市場行銷的業務。公司日前發盈喜,預期截至3月底止全年股東應佔溢利按年增加超過10%,公司2024年度同期股東應佔溢利2.67億元。 另雅各臣預期,錄得來自持續經營業務的溢利按年增加超過40%,因專科藥物及整體非專利藥業務業績理想,以及新獲授權產品和新產品強勁推出所帶來的收益貢獻。生產設施經營槓桿的提升以及因有效成本控制措施而節省的相應開支,亦推動相關增長。預料公司業績繼續維持穩定增長,派息亦有望逐步增加,前景展望仍然樂觀。 (筆者為證監會持牌人,本人及相關人士沒持有上述股份)~
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