《即日市評》觀望美議息 港股牛皮 海底撈及百勝中國挫
市場觀望美聯儲局議息結果,港股今日(11月1日)反覆上落,成交額降至逾679億元。投資者等待美聯儲局公佈貨幣政策聲明,美股道指及納指隔晚(31日)各升0.38%及0.48%;撰文之時,美國10年期債券孳息率升至4.907釐,美匯指數升至106.79,道指期貨最新跌105點或0.3%,納指期貨最新跌0.3%。10月財新中國製造業PMI回落至49.5重回收縮區間。上證綜指全日升4點或0.14%收3,023點,深證成指跌0.38%,而滬深兩市成交額共8,119億元人民幣。
恆指高開26點後向下,早段倒跌133點一度低見16,979點,其後曾收復失地。大市全日跌10點或0.06%,收17,101點;國指跌2點或0.04%,收5,859點;恆生科技指數跌6點或0.18%,收3,752點。大市全日成交總額按日縮減近兩成至679.7億元,滬、深港通南下交易淨流入24.66億及13.23億元人民幣。
科網股普遍偏軟,騰訊(00700.HK)全日股價跌0.8%收287元,阿里-SW(09988.HK)及美團-W(03690.HK)股價各下滑近0.6%及1.4%。港交所(00388.HK)走低0.4%,匯控(00005.HK)則漲1.3%。百勝中國(09987.HK)首三季純利升88%,富瑞指其季績遜預期,該股挫13%報356.2元
【百勝中國挫 海底撈捱沽】
海底撈(06862.HK)全日股價下挫近12.8%收17.06元,爲跌幅最大藍籌股。海底撈公佈關連交易,向特海國際(09658.HK)收購JAPAN HAI全部股權,後者擁有並管理一家位於日本長野縣輕井澤的酒店,並計劃開發一個混合式溫泉度假村,將於2027年竣工。現金代價26億日圓(約1,739萬美元)。
富瑞發表報告指,海底撈公佈收購物海日本酒店項目,即使投資額較少,但當日股價已下跌9%,因該交易是屬於公司關聯方交易,加上收購項目與其內地火鍋業務無關,而且將會牽涉到額外投資資本,此或會分散核心業務注意力。
【市寬續呈弱 李寧有支持】
港股今日市寬續弱,主板股票的升跌比率爲17比22(上日12爲比28),恆指成份股今日40只股份上升,下跌股份35只,升跌比率爲50比44(上日爲9比89);大市今日錄沽空114.16億元,佔可沽空股份成交額562.59億元的20.291%(上日20.837%)。
體育用品股有支持,李寧(02331.HK)股價上揚近4.4%,申洲(02313.HK)漲3.5%。星展發表報告指,體育用品業在「雙11」購物節預售釋出加快去庫存信號,積極推動第四季銷售額以強勁的雙位數復甦速度。至於行業新的市場趨勢包括價格區間擴大、提供增值服務的旗艦店增多、鞋類品類不斷擴大,料以耐克(NKE.US) 和安踏(02020.HK)等公司佔上風 。
該行指,在內地體育用品行業首選是安踏,因爲隨着行業整合,市場份額增長更快,2022至2024財年年均複合增長率可能達到15%,中期增長率料高於同業。
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