植耀辉:观望G20峰会李宁(02331.HK)盈喜正面可续留意
耀才证券研究部总监植耀辉称,美股隔晚(24日)变化不大,三大指数呈窄幅上落,当中道指微升8点,收报报26,727点,标普500指数及纳指则跌5点及26点,收报2,945点及8,005点。美国总统特朗普表示已签署行政命令,进一步制裁伊朗,相关行动对油价影响温和,纽约期油最终微升0.7%。
至於港股昨日表现则如早前预期般呈窄幅上落,全日波幅只得276点,成交亦仅697.82亿元,反映市场观望情绪甚浓,相信本周余下时间亦会保持此种势头,毕竟投资者续等待「习特会」之最新消息矣。初步预期恒指将续於28,500点水平徘徊。
股份则可留意个别绩优股。体育用品股李宁(02331.HK)发盈喜,预期截至6月底止纯利大幅增加不少於4.4亿元人民币,意味全年盈利将大升1.63倍。集团表示盈喜主要来算持续经营业务的利润增加,以及一次性非经营性利润。若撇除後者因素,纯以核心业绩表现而言,持续经营业务利润增加不少於2.4亿元人民币或90%,而经营净利润增加是由於收入增长超过30%以及经营利润率持续改善所致。由於盈喜消息属正面,相信今早(25日)股价裂口高开机会颇高,持货者不妨继续持有,并以16.5元作初步目标。
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