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植耀輝: 科企業績左右美股 今日焦點匯控(00005.HK)季績
耀才證券研究部總監植耀輝稱,美股上周五(22日)個別發展,納指受Intel(INTC.US)及Snap(SNAP.US)績差拖累下跌,標普500指數亦終止「七連升」,不過道指造好並創歷史新高。展望本周續有多間企業公布季績,當中包括多間科技巨企,包括微軟(MSFT.US)及Amazon(AMZN.US)等,表現將對美股特別是納指有較大啟示。 港股方面,上周恆指走勢不俗,累升795點或3.14%。計及上周,恆指10月份升幅已達到1,551點或6.3%,相當大機會扭轉連跌四個月之走勢。大市本月能有理想表現,科技股仍是最大功臣,不過匯控(00005.HK)亦有相當貢獻,所以今日(25日)匯控業績表現,以及本周稍後時間如平安(02318.HK)及港交所(00388.HK)等公司季績,對恆指去向應有相當啟示。當然尚要留意有關恆大(03333.HK)及其他監管之消息。不過畢竟恆指本月已累積不少升幅,相信暫時將於26,000點水平作整固。 (筆者為證監會持牌人,持有微軟及Amazon股份) ****************** 匯控(00005.HK)今日業績 關注派息及回購事宜 耀才研究部稱,上周五(22日)美股指數收市個別發展,道指破頂創紀錄新高,但社交媒體類科技股則急挫,拖累納指跌1%。Snap(SNAP.US)看淡今季收入前景,股價瀉26.6%,拖累其他社交媒體Twitter(TWTR.US)、Facebook(FB.US)及Pinterest(PINS.US)均跌約5%。英特爾(INTC.US)收入及未來指引遜預期,股價亦挫逾一成。招行(03968.HK)第三季純利約324.65億元人民幣,按年增21.07%,淨利差2.37%,按季下降1個基點;淨利息收益率2.47%,按季上升1個基點,略低於市場平均預期水平,市場聚焦重磅股匯控(00005.HK)今日(25日)業績,市場預期其第三季列賬基準稅前盈利37.76億美元,按年增長22.8%,同時關於回購事宜。 從技術走勢上,恆指站穩26,000點水平之上,RSI亦配合持續上升,目前下一阻力目標將會為100天線的26693點水平。 (筆者為證監會持牌人)~
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