《即日市評》港股反覆升 中移績後揚 李寧受捧
受科網股及中移動(00941.HK)支持下,港股今日反覆造好。美國生產者物價指數按月下跌,惟市場預期美聯儲仍需加息抗通脹,美股道指昨升0.1%及納指跌0.6%;執筆之時美國十年期國債孳息率升至2.877厘,美匯指數回升至105.31,美股道指期貨最新升180點或0.54%,納指期貨最新升91點或0.7%。人民幣即期收升37點報6.7349兌一美元,上證綜指今日跌4點或0.15%收3,276點,深證成指跌0.44%,滬深兩市成交額共9,995億人民幣。
恆指今早高開75點,早段曾倒跌71點,中午曾升125點一度高見20,208點,全日升93點或0.46%,收20,175點;國指升34點或0.5%,收6,857點;恆生科技指數升23點或0.54%,收4,350點。大市全日成交總額降至749.95億元。滬、深港通南下交易分別淨流入10.8億及8.36億元人民幣。阿里巴巴(09988.HK)股價升近1.3%。
恆指本周累跌26點或0.13%、國指本周累跌44點或0.64%、恆生科指本周累跌65點或1.5%。美國上周五公布月非農就業新增職位52.8萬個,遠多過市場原預期的25萬個,市場關注美聯儲局未來的加息步伐,而美國近日亦公布7月通脹率回落至8.5%,但仍然遠高於當局通脹目標2%。
【中移動造好 股息有驚喜】
中移動(00941.HK)全日股價上揚1.4%收52.5元。瑞銀發表報告指中移動第二季業績明顯勝預期,純利高於該行原預期20%,主要是銷售支出較低及增強了線上銷售渠道,旗下「DICT」業務收入按年升逾44%,相當總收入11%,並獲得良好的市場份,該行相信隨著中移動自由現金流的改善,料其在今年下半年會回購H股。
摩根大通發表報告指,中移動上半年業績理想,純利及每股派息分別增長19%及35%,預料其股價將會有正面反應。該行表示,集團重申承諾派息比率由去年的60%,提升至明年的最少70%,意味明年股息收益率達10%的吸引水平,且期間的每股派息年均複合增長率達14%,維持對中移動「增持」評級,目標價65元。
【市寬略轉弱 李寧有支持】
港股今日市寬略轉弱,主板股票升跌比率22為16(上日為29比10);恆指成份股今日40隻股份上升,下跌股份27隻,升跌比率為58比39(上日為93比6)。大市今日錄沽空123.74億元,佔可沽空股份成交額621.78億元的19.901%(上日為17.933%)。
李寧(02331.HK)全日股價彈高近4.8%收70.1元。花旗發表報告指,李寧管理層宣布維持今年全年增長指引,預期即使下半年仍受疫情影響,收入依然可增長約17%至23%,淨利潤率料達到超過15%。該行指出,宏觀不確定性及行業困境下,李寧仍未有下調增長指引,相信是基於過去兩年積極主動管理供應鏈以及審慎管理渠道庫存所致。雖然預計Nike及Adidas下半年將重新奪回中國市場份額,有利滔搏(06110.HK)發展,但預計李寧今明兩年將加快從安踏(02020.HK)手上獲得市場份額,從而實現更快、質素更好的增長。
花旗繼續看好李寧及滔搏,均給予「買入」評級,對李寧目標價為92.2元。
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