恆指考驗21,900獲承接倒升 惟騰訊(00700.HK)績後隨ADR回吐3%
恆指今早隨外圍回吐至21,900獲承接,在派息慷慨中移動(00941.HK)曾續漲逾半成、貼價走高「兩桶油」、申洲(02313.HK)、安踏(02020.HK)及李寧(02331.HK)升逾2%-4%帶動,倒升36點,報22,191即市高位,成交額727億元。
然而,騰訊(00700.HK)去年多賺41%,惟末季非國際財務報告準則純利按年跌25%,瑞銀績後指騰訊上季經調整EBIT僅332億人民幣,較該行及市場預期分別低9.4%及12.6%,料市場反映負面;摩通也指騰訊末季業績遜預期,認為中國互聯網行業進入新發展期將導致騰訊收入增長放緩,該行下調公司今年經調整每股盈測15%及維持騰訊「減持」評級看265元;另多間大行績後削騰訊目標價,但普遍維持正面評級。
該股繼昨天收市蒸發曾漲4%大部分升幅後,今早股價隨昨晚ADR低開4.1%報373元失守20天線(386.2元)後獲承接,最高見381.6元,現報377.2元,回吐3%,成交2,023萬股,涉資76.24億元。
騰訊昨天收市後公布,去年純利按年升近41%至2,248億人民幣(下同),遠高於本網綜合20間券商之前預測全年純利1,461.32-1,709.74億元;每股盈利23.597元,末期股息按年維持1.6港元。期內,總營收按年升16%至5,601.18億元。按非國際財務報告準則計,騰訊去年純利按年僅升1%至1,237.88億元(略低市場預期中位數);單計去年末季純利按年減少25%至248.8億元。
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