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金融股撑恒指收复逾400点失地倒升 全年少赚3%但增派息安踏(02020.HK)涨近7%
阿思达克 03-25 10:56
恒指今早延续过去四连跌弱势,在绩後随ADR下挫重磅股腾讯(00700.HK)、美团(03690.HK)、小米(01810.HK)及阿里(09988.HK)依次裂口低开近3.8%-5%拖累,低开290点或1%报27,628,跌幅扩至413点低见27,505(为今年1月初以来最低)喘定,在汇控(00005.HK)、中银(02388.HK)、港交所(00388.HK)及友邦(01299.HK)升1%-4%支持逐步收复失地兼倒升,最高见27,988,现造27,952元,倒升34点,成交额960亿元。

安踏体育(02020.HK)去年少赚3.4%但增派末期息,瑞信及野村绩後重申安踏「跑赢大市」及「买入」评级,但将目标价下调至154元及145.2元,以反映目前市况。该股扭四连跌,今早逆市高开4.3%报116.7元,升幅扩大,最高见119.6元,逼近10天线(119.98元),现造119.5元,回升6.8%,成交增至1,242万股,涉资14.53亿元。

安踏公布,去年纯利按年倒退3.4%报51.62亿元人民币(下同),为2013年以来首降,每股盈利191.92分,末期股息按年增近31%至47港仙。期内,总营收按年升4.7%至355.12亿元,其中「安踏」品牌收入占157.49亿元。去年毛利按年增近11%至206.51亿元,整体毛利率按年增3.2个百分点至58.2%;经营溢利按年升5.3%至91.52亿元。

瑞信绩後指,安踏受利息开支增加影响,去年净利润按年跌3.4%稍逊该行预期,但基於更好发展前景,以及管理层上调今年增长指引,将安达品牌增长预测由10%提升至超过15%,并预期Fila可增长超过30%(较早前预测仅增20%)。因此,在更高收入及毛利率预期下,该行将安踏明年盈测上调5%。不过,考虑到目前市况,将其目标价下调6%至154港元。

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