《即日市评》汇控恢复派息 濠赌股抽上
汇丰控股(00005.HK)公布业绩後升幅收窄，港股今日先升後略回顺。受美债孳息上升及通胀预期影响，美股纳指昨晚跌2.5%，道指则升0.1%，美国财长耶伦称将透过经济能否恢复到疫情前的失业水平，来判断总统拜登抗疫援助方案的成功程度；执笔之时美汇指数处90.11，美股道指期货最新升50点或0.2%，纳指期货最新升0.03%。上证综指跌0.2%收3,636、深证成指下滑0.6%，内地创业板指数下滑0.8%，沪深两市成交额1.02万亿人民币。
恒指低开129点，早段曾跌193点一度低见30,126点，午後曾倒升628点曾高见30,948点，全日升312点或1%，收30,632点，全日高低波幅822点；国指升15点或0.1%，收11,909点；恒生科技指数跌113点或1.1%，收9,863点。大市全日成交总额2,674.66亿元，沪、深港通南下交易录得净流入金额分别为35.18亿及59.82亿元人民币。
科网股下滑，腾讯(00700.HK)及美团(03690.HK)股价各跌0.9%及1.8%，快手(01024.HK)下挫5.2%收358元。金融股有支持，友邦(01299.HK)股价升4.8%收105.4元。而中生制药(01177.HK)股价弹升12%，为美银证券上调该股目标价，指未反映科兴疫苗贡献。
【汇控复派息 业绩符预期】
汇控公布业绩前股价一度抽上6.5%，中午公布宣布回复派息每股0.15美元，并公布明年起将派息比率定於每股盈利之40%至55%之间，其後股价升幅收窄，最终全日升0.4%收46.7元。恒生(00011.HK)股价微跌0.2%。
汇控公布去年业绩，经调整除税前利润按年倒退45.1%至121.49亿美元，经调整预期信贷损失按年增加2.36倍至88.17亿美元，符合早前本网综合11间券商预测之区间83.51亿美元至106.71亿美元，低於中位数的90.07亿美元。占客户贷款总额平均值0.81%，较2019年的0.25%大幅提升。按列账基准，纯利按年倒退34.7%至38.98亿美元，介乎早前本网综合9间券商预测的30亿美元至48.66亿美元区间，稍高於预测中位数38.34亿美元。
汇控去年列账基准收入按年倒退10.1%至504.29亿美元，平均有形股本回报率3.1%，较2019年的8.4%大幅下降。汇控宣布派发一次股息，每股0.15美元。早前本网综合9间券商预测其派息介乎0.09美元至0.21美元。是次不设以股代息选项，并称将考虑回购股份，但短期内则不作考虑。
【市宽呈改善 濠赌股抽上】
港股今日市宽改善，主板股票的升跌比率为23比23(上日为18比30)，恒指成份股今日33只股份上升，下跌股份18只，升跌比率为66比36(上日为52比44)；大市今日录沽空311.55亿元，占可沽空股份成2,307.54亿元的13.501%(上日12.171%)。
今日起所有自内地人士入境澳门无须隔离，濠赌股抽上，银娱(00027.HK)股价弹高8.9%收76.05元，金沙中国(01928.HK)股价扬7.5%。瑞银发表报告表示，透过行业渠道了解，基於新春旺季因素，澳门近七天(其中四天属内地新春假期)日均赌收达4.66亿澳门元(下同)，高於此前一周日均赌收1.88亿。
瑞银指，金沙中国旗下「伦敦人」项目开幕，从澳门本地及旅客人流均属良好，基於澳门及香港疫情近期启动新冠疫苗接种，料未来澳门博彩业可迎来正面消息，料可提高香港与澳门两个城市人流间的互动。(wl/a)
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