郭思治: 大市在動力不配下漸轉反覆
香港股票分析師協會副主席郭思治稱,大市經過周內之抽升,技術上雖初呈突破,但由於成交金額稍見退減,故在動力不配下,升勢不但漸受規限,且技術上似漸進入拉鋸之中,惟從走勢上看,只要恆指能續穩守於10天線(26,141點)之上,即表示整個反彈勢頭仍未變,只是在動力不配下,暫難抱太多上望憧憬,不妨計一計,大市自6月2日高位29,490點開始之跌浪,至7月27日低位24,748點止計,累積跌幅共達4,742點,而自7月27日低位24,748點開始之反彈,至8月4日高位26,650點止計,大市已反彈1,902點,即大市已反彈跌幅4,742點之40%,論幅度該不算少,故短期後市能否再進一步反彈,當需視乎資金之入市態度而定。
眾城能源(02337.HK)冀將公司定位為以加油/加氣/充電站為主,並以其他能源及新能源為輔的專業化、科技型零售服務商,預期今年底管理及經營200-250個加油/加氣/充電站網路(重點併購內部和部份外部打包項目,部份聯營站(品牌加盟/託管站),至2023年底前希望達到有400-500個(打包收購項目50%,聯營站50%),目標在未來3至5年管理及經營1000個加油/加氣/充電站網路,相信市場憧憬經濟復甦推升原油需求,利好公司的未來業務(包括零售和批發)。另集團剛發盈喜,預算截至6月底之中期將有不少於一億元人民幣之純利,按年增長一倍。
眾誠能源預期,2021年受新冠疫情趨勢趨於平穩,零售銷量恢復正常,油品零售銷量增加,同時受惠於管理層及營銷團隊組織多元化促銷方案,令線上匯集客戶,有效增加客戶黏合度,有助推升銷售量,管理層指將開展顧客需求及增值服務,增加顧客信賴度,提升品牌影響力,眾誠能源股價近日稍見反覆,惟只屬整固而已,不妨適量吸納,目標先上望10元及12元,技術止蝕可設於7.6元。
(筆者為證監會持牌人)~
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