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本港再禁晚市堂食短期難通關 餐飲零售收租股受壓
香港特區行政長官昨午(5日)因應疫情宣佈一系列收緊社交距離措施,自1月7日至1月20日本港餐廳將不允許在下午6點後提供堂食服務,以減低全日人流量,此外,還有各種休閒娛樂場所如酒吧和健身中心將暫停營業。至於邊境政策方面,港府已禁止來自澳洲、法國、印度、巴基斯坦、菲律賓、英國、美國及加拿大航班入境,從1月8日開始爲期十四天。 主要餐飲股受壓,屆今早約11時半,大快活(00052.HK)現跌0.8%,報15.2元,逼近52周低;大家樂(00341.HK)跌1.5%,報13.62元,亦接近52周低;?-高美(08371.HK)及拉麪餐廳品牌「豚王」母企賞之味(08096.HK)亦跌3.5%至7.7%。早前控股權易手的中式餐飲品牌「煌府」母企首灃控股(01703.HK)更急跌67%,現報0.34元,市值收縮至不足4億元。譚仔國際(02217.HK)則反覆升近1%,報3.14元 受累短期與內地通關預期落空,主要零售收租股及零售股受壓,九龍倉置業(01997.HK)邁向「七連跌」現跌近2.7%,報36.7元,創逾三個月低。置富產業信託(00778.HK)、領展(00823.HK)、恆隆地產(00101.HK)及太古地產(01972.HK)跌1.7%至2.5%、希慎(00014.HK)微跌0.8%。鷹君(00041.HK)「三連跌」,現跌3.1%,報20.5元。 莎莎國際(00178.HK)跌1.3%,報1.56元,創逾四個月低;卓悅(00653.HK)跌4.5%,報0.17元,創逾兩個月低。六福(00590.HK)跌2.2%,報19.52元,創逾半年低。周大福(01929.HK)跌7.8%,報12.38元,同創逾半年低。 瑞銀髮表香港市場策略報告表示,本港今次收緊社交距離措施,雖然短期內對香港零售收租企業不利,但該行相信市場已經消化新冠疫情重燃影響的可能性因素。該行亦料香港與內地恢復通關進程會稍爲延遲,但亦估計香港與內地在北京冬奧及兩會舉行後在今年第二季重新「通關」。
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