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《即日市評》人幣回升 恆指反覆漲 匯控績後受壓
內地股市午後轉跌及匯控(00005.HK)公布季績後股價下滑,恆指下午打回原形,尾市曾輕微倒跌。美社交平台推特(TWTR.US)接受馬斯克收購,美股道指及納指昨晚各升0.7%及1.3%;執筆之時美國十年期國債孳息率回落至2.809厘,美匯指數升至101.88,美股道指期貨最新跌116點或0.34%,納指期貨最新跌0.3%。人行公布5月15日起降外匯存款準備金率1個百分點至8%,人民幣即期升71點收報6.5473兌一美元,上證綜指今日反覆跌42點或1.4%收2,886點,深證成指跌1.7%,滬深兩市成交額共8,388億人民幣。 恆指高開119點,其後升幅擴大至389點一度高見20,258點,但內地股市午後下跌,港股尾市曾輕微倒跌,最終全日升65點或0.33%,收19,934點;國指升62點或0.94%,收6,747點;恆生科技指數升109點或2.87%,收3,915點。大市全日成交總額1,227.95億元,滬、深港通南下交易分別淨流入4.42億及7.17億元人民幣。 【恆指反覆升 匯控績後跌】 匯控(00005.HK)全日股價下滑4.2%收49.5元,因進一步額外回購股份的憧憬落空。匯控中午公布列賬基準除稅前利潤41.66億美元,按年跌27.9%;經調整除稅前利潤47.06億美元,按年跌25.1%;列賬基準母公司普通股股東應佔利潤28.03億美元,按年跌27.8%。列賬基準預期信貸損失錄得6億美元提撥,去年第一季則撥回4億美元。首季底止,該行普通股權一級資本比率為14.1%,較去年底跌1.7個百分點。匯控亦指已就是否恢復按季派息作出檢討,唯現時不擬於今年內恢復此安排。 匯控指,致力把中期普通股權級比率維持在14%至14.5%的目標範圍。然而注意到,為就淨利息收益進行經濟對沖而持有的金融工具產的權益變動,可能會短暫令2022年普通股權一級比率下跌至低於該行的目標範圍,使其無法在本階段於2022年展開進一步回購。 花旗發表報告表示,匯控首季經調整除稅前利潤為47億美元,較市場預期高出5%。受惠疫情相關撥備釋放,撥備好於預期,貸款虧損率為25點子。普通股權一級資本比率達14.1%,按季跌90點子,較市場預期低50點子,並較該行預期低20點子。該行指出,匯控今年不會展開進一步額外股份回購,與該行預期展開額外20億美元回購預期不一,或對市場帶來負面影響。 【市寬呈改善 恆生削股息】 港股今日市寬改善,主板股票的升跌比率為20比19(上日5比38),恆指成份股今日33隻股份上升,下跌股份31隻,升跌比率為50比47(上日為4比94);大市今日錄沽空219.91億元,佔可沽空股份成交額1,047.01億的21.004%(上日為24.856%)。 恆生銀行(00011.HK)全日股價下跌4.8%收145元。恆生銀行中午公布派發今年第一次中期股息按年減少36.4%至0.7元(去年同期派發1.1元)。
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