梁延斌

港股雖企24000,卻迎東亞這冷水

2017-02-17

    在美股昨晚個別發展的時間,港股今早低開29點,最多跌163點,尾市跌幅收窄,全日跌73點,收報24,033點,成交額略降至862.96億元。近日港股表現不錯,加之成交同步向上,不少投資者也在估量港股大時代是否再現,唯今日在東亞公布了較差的全年業績後,相信市場要找到更多的利好因素才能把港股再往上推。

    今日東亞(00023.HK)去年業績,全年純利37.23億元,較去年同期下跌32.6%,派息大減,每股派0.28元,而且東亞中國錄得虧損,消息公布後東亞擴大跌幅,收市報33.1港元,跌幅達4%。東亞今次的業績可為投資者發出一個警號,因為東亞主要營收來自本地和中國內地,可見經濟放緩對銀行的業務有不少的影響;更重要的是匯控(00005.HK)和恆生銀行(00011.HK)都將於下星期公布業績,而小弟相信東亞今次的業績報告實是在對下週的匯控和恆生的成績表有所暗示。

    試想想上年歐洲的經濟表現已不是樂觀,如若連本港和國內的收益也不好的話,又如何支持這兩間大型銀行有良好表現,而且近日有傳,匯控會裁減香港約20名環球銀行及資本市場業務員工,試問如若營收理想的話又何需用裁員來優化成績表,加上今日一眾內銀股今日也錄得不小的回吐,可見投資者對銀行這一塊有所擔憂,所以筆者建議投資者可襯高位有所減投手頭上的股份,特別是銀行類,等下週匯控和恆生公布業績後再作報步處。

(The above displayed are just writers’ own opinions and for readers’ reference only. Financial markets are volatile and please be careful of the risks.)NOTICE

Investment involves risk. It is as likely that losses will be incurred rather than profits made as a result of buying and selling investment and financial products. Before investment, you should be aware of all the risks involved and carefully consider your investment objectives, trading experience, and level of risk acceptance. If you have any question, please seek advice from an independent professional advisor.

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