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植耀輝: 大市續看24,500點支持 大家樂(00341.HK)未屆吸納時
耀才證券研究部總監植耀輝稱,雖然恆指週三(24/11)中止五連跌,但整體走勢未見太大改善,昨日雖然能持續反彈,但升幅不大之餘成交量亦有所減少;而一旦失守前低位24,500點,則或會進一步考驗24,000點或更低水平。由於後市暫未見利好催化劑,所以筆者對後市看法亦相當保守,若能反彈重上25,100點亦即50天線附近並企穩始有機會轉勢。 另外,亦可談談個別公司業績。餐飲股大家樂(00341.HK)早前公佈截至9月底止上半年業績,收入按年上升20%,股東應佔溢利則減少50%至8,120萬元,但扣除去年疫情相關資助,則實際盈利按年增加近1.5倍。當然,業績有顯着反彈並不意外,皆因餐飲業去年受疫情打擊甚大;至於三大主要成本佔比則原材料基本持平,而人工及租金成本則見改善,但隨着疫情影響逐步減退,相關成本壓力亦會加大。 另一方面,集團亦提到將會加強外送方面發展。這方面是大勢所趨,但同時亦是未來大家樂發展所需關注的地方。在疫情持續下,消費以至生活模式已起了相當大變化,就以外送服務爲例,不少家庭(包括筆者)叫外賣的次數亦愈來愈多。原因亦不難理解,因外送服務方便之餘,選擇亦愈來愈多,所以在外送市場上,大家樂或其他連鎖餐廳面對的直接競爭將變得前所未有地大。當然大家樂過往採取多品牌策略有望增加外送優勢,只是如何突顯自身競爭力,則筆者暫抱觀望,故亦暫不建議大家吸納。 (筆者爲證監會持牌人,並未持有相關股份) ********** 美股休市消息淡靜 觀望騰訊(00700.HK)被監督力度加大 耀才研究部稱,隔晚(25日)美股假期休市,消息面上較爲淡靜。新冠病毒於南非發現新變種,有關病毒曾經在香港及博茨瓦納出現;另外中美兩國國防高層可能在年底前通電話或舉行視像會談,留意雙方關係的變化,美國十年期債息率先跌穿1.6釐水平,港股黑期亦跌逾200點。企業消息方面,中國國有企業限制使用騰訊(00700.HK)的即時通訊應用軟件,原因爲中國政府對騰訊的監督力度加大,騰訊可能面臨新一輪整改才能再度得到政府的許可。波司登(03998.HK)截至9月底止中期業績,股東應佔溢利6.38億人民幣,按年上升31.36%,每股盈利5.95分;派息4.5港仙。 從技術走勢上,恆指近日回試24600點即市支持,預期恆指將繼續拉鋸格局,指數暫時於24,600至25,500點的區間上落。 (筆者爲證監會持牌人)~
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