郭思治:5月首個交易日仍續見反覆
香港股票分析師協會副主席郭思治稱,踏進5月份首個交易日,大市在交投持續偏疏下呈先升後反覆之弱態,恆指昨(2日)早市先高開228點至20,122點,其後再進一步上升逾390點至20,286點,但由於買盤不繼,加上零碎沽壓又再滲着涌現,故整個大市卒開始漸趨反覆並逐步回落,至上午12時止計,其時大市已一度倒跌133點至19,761點,即其時恆指已跌近250天線(約在19,719點左近),惟幸維穩買盤開始涌現,故大市跌勢得以喘定並再稍作技術性後抽,只是在交投淡靜下,大市之升勢仍續受規限。
匯控(00005.HK)截至今年3月底止,首季業績獲純利103.27億美元,按年增長274.8%,集團宣佈派發自2019年以來首次季度股息,每股0.1美元,另將回購最多達20億美元股份,由於息差擴闊,淨利息收益率爲1.69%,按年上升50個基點,淨利息收入爲89.59億美元,按年升38.4%,匯控首季業績公佈後,股價隨即升至58.15元,從技術上看,匯控股價該上望60.85元,如成功升越此關,目標上望63至65元,匯控在恆指內之成份比重佔達8%,股價上升對大市當具正面效益,只是在孤掌難鳴之下,大市之升勢未見明顯。
(筆者爲證監會持牌人)~
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