郭家耀: 港股超賣短期料反彈 中電信(00728.HK)股息率估近6%吸引
正榮金融業務部副總裁郭家耀稱,美股周三(21日)繼續造好,藍籌股業績理想,帶動指數高開後升幅擴大,並以接近高位收市,三大指數均錄得相若升幅。美元反覆偏軟,美國十年期債息回升至1.29厘水平,油價顯著造好,金價表現受壓。港股預託證券大致向好,預料大市早段跟隨外圍高開。內地股市走勢向上,滬綜指高開高走,收市上升0.7%,滬深兩市成交額大幅增加。
港股表現繼續乏力,指數受配股消息及新經濟股走勢疲弱影響下,繼續下試低位,更一度失守27,000點水平,尾市跌幅收窄,成交略為增加。外圍走勢繼續向好,大市連日下跌後,有超賣跡象,預料指數短期或有反彈,上下波幅維持於27,000至28,000點水平。
另中電信(00728.HK)日前公佈上半年初步業績,根據中國企業會計準則,上半年淨利潤約175.76億至178.55億元人民幣(下同),按年增約26%至28%。預期上半年營業收入約2,136.06億至2,184.17億元,按年增約11%至13.5%。公司預計上半年經營業績將較去年同期顯著向好,移動、寬帶用戶價值穩步提升,天翼雲高速增長,產業數字化收入佔比持續提升,網絡運營及支撐成本、銷售費用增幅得到良好管控。公司早前宣布,2021年派息率至少提升至60%,並在A股上市後三年內逐步提升至70%或以上。市場預料今年中電信的股息率接近6%,未來三年將逐步增加,增添股價吸引力。
(筆者為證監會持牌人,沒持有上述股份)~
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