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岑智勇:新病毒拖低全球股市 期结日支持看23800

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新病毒拖低全球股市 期结日支持看23800

文:百利好証券策略师岑智勇

香港从非洲传入新型变种病毒株 Omicorn (B.1.1.529),成为亚洲首例,叠加媒体报道指中国监管当局以安全疑虑为由,要求滴滴全球(DiDi)从美国退市,都影响了上周五的市场气氛。上周五恒指低开低走,最低跌至 24062.26点,创 10月7日以来低位,全日波幅 440.42点。恒指收报 24080.52点,跌 659.64点或2.67%,成交金额 1297.91亿元。国指及恒科指分别跌 2.65%及3.25%,可见跌幅主要来自科技股。恒指成份股中,只有石药(1093)录得升幅,收报 8.3元,升0.73%。

恒指以阴烛收市,失守保历加通道底部,出现超卖,幸好跌市成交未有大幅增加。MACD快慢线负差距扩阔,走势转弱。全日上升股份 437只,下跌 1348只,整体市况偏弱。

美团(3690) 在上周五收市后公布截至2021年9月30日的3个月业绩,在2021年第3季,集团的总收入同比增长37.9%至人民币488亿元,其中餐饮外卖业务交易的收入同比增长28.0%至人民币265亿元,到店、酒店及旅游业务收入同比增加33.1%至人民币86亿元,新业务及其他分部的收入同比增加66.7%至人民币137 亿元。不过,由于新业务及其他分部的经营亏损随之扩大,2021年第3季度的经调整EBITDA 及经调整溢利净额分别同比下跌至负人民币41亿元及经调整亏损净额人民币55亿元。经营活动所得现金净额由去年同期的流入人民币33亿元转为流出人民币40亿元。美团收入录得增长,但亏损增加,料影响偏向正面。不过,由于大市气氛欠顺,不宜过份憧憬。

上周五美股在感恩节假期只有半日市,但受新变种病毒影响,美股三大指数下跌逾2%,欧洲主要股市亦跌逾 3%。夜期及ADR下跌,料恒指走势偏软,支持参考23800水平。另,是日期指结算,当心有突发走势。

个股

中集集团(2039)的主要业务为从事现代化交通运输装备、能源、化工、液态食品装备、海洋工程装备、空港设备的制造业务,以及物流服务、产城业务和金融等业务。

集团早前公布,在2021年首9月,实现营业收入人民币1182.42亿元,同比上升85.94%,原因是主要业务板块业务收入较去年同期大幅增加所致。期内,干货集装箱累计销量190.85万TEU,同比增长约220.81%;冷藏箱累计销量13.00万 TEU,同比增长约54.58%。道路运输车辆在全球销售各类半挂车、专用车上 装以及轻型厢式车厢体合计16.3万辆╱台套,同比增加21.0%。海洋工程业务新增生效订单12.71亿美元(包括油气生产平台3.87亿美金, 海上风电及清洁能源3.73亿美金,汽车运输船4.68亿美金,其他各类合同共 计0.43亿美金),累计持有在手订单价值18.17亿美金,相比去年同期大幅增长。归母净利润为人民币87.99亿元,同比上升 1,161.42%;基本每股收益为人民币2.4056元, 同比上升1620.74%。

集团近日股价向好,升穿20 SMA,并在金融科技系统出现信号。股份上日收报14.44元,市盈率8.602倍。集团市盈率在行业处行业偏低水平,若以10倍市盈率估值,目标价为16.78元。

-笔者为香港证监会持牌人士,不持有上述股份。

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