《即日市評》恆指守兩萬 匯控績佳股價攀升
財新中國7月製造業PMI降至49.2(市場預期50.1)再陷收縮,港股今日反覆回落。市場觀望本週稍後公佈的蘋果等企業業績,美股道指及納指隔晚各升0.28%及0.2%;執筆之時,美國10年期債券孳息率處3.973釐,美匯指數升至102.12,道指期貨最新跌99點或0.28%,納指期貨最新跌0.3%。人民幣即期跌198點收報7.1663兌一美元,上證綜指今日微跌0.09點收3,290點,深證成指跌0.4%,而滬深兩市成交額共9,567億人民幣人民幣。
恆指高開132點,早段一度高見20,331點,其後升幅蒸發,午後曾跌187點見19,891點,全日跌67點或0.3%,收20,011點;國指跌44點或0.6%,收6,854點;恆生科技指數跌11點或0.3%,收4,538點。大市全日成交總額1,351.9億元,滬、深港通南下交易淨流入49.88億及59.6億元人民幣。
騰訊(00700.HK)跌0.1%,美團(03690.HK)下滑0.5%,阿里(09988.HK)升0.4%報97.85元。快手(01024.HK)盈喜預告半年最少賺5.6億人幣,今早股價曾升7.9%,全日升1.2%報68元。
【恆指止連升 匯控績後漲】
匯控(00005.HK)中期業績勝預期,全日股價攀升1.7%報66.3元,匯控今年中期列賬基準除稅前利潤216.57億美元按年升146.7%,列賬基準除稅後利潤180.71億美元,按年升102.3%;每股盈利0.86美元。集團宣佈派發二次股息每股10美仙,符合預期。另計劃進一步回購最多達20億美元股份,預期回購將於短期內展開,並於三個月內完成。監於目前市場對全球央行利率的共識,集團已將2023年淨利息收益全年指引上調至350億元以上。此外,2023及2024年派息率爲50%,現時目標是在今明兩年實現約15%的有形股本回報率。
花旗指,匯控今年第二季基本稅前盈利錄90億美元,比市場預期高出12%,收入較預期高出6%,而成本和減值開支則符合預期。第二季列賬稅前盈利爲88億美元,比市場預期高10%。普通股權一級資本比率按季持平在14.7%,而股息和額外回購金額亦符合預期。匯控目前指引今明兩年有形股東回報達約15%,今年淨利息收入升至逾350億美元。該行指匯控第二季業績良好,回購指引令人鼓舞,前景樂觀。
【跌股一千隻 內房股受壓】
港股今日市寬轉弱,主板股票的升跌比率爲16比24(上日25爲比17),下跌股份1,034只(跌幅2.7%);恆指成份股今日25只股份上升,下跌股份53只,升跌比率爲31比66(上日爲63爲36);大市今日錄沽空240.51億元,佔可沽空股份成交額1,179.56億元的20.389%(上日爲14.243%)。
恆生(00011.HK)股價跌2.5%報115.7元。花旗指恆生上半年可分配利潤按年升83%至95億元,撥備前經營利潤爲128億元,符合預期;減值撥備爲19億元,較市場預期高出10%。該行提到,恆生的計提減值準備爲19億元,按年減少8%,比市場預期高10%,主要是由於與中國商業地產敞口相關的額外信貸撥備。
碧桂園(02007.HK)發通告澄清現階段不考慮配股,全日股價挫7.6%,同系物管股碧服(06098.HK)跌4.3%。雅居樂(03383.HK)擬先舊後新折讓18%配股淨籌3.87億元,全日股價跌18.1%報1.13元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.