最新消息:

岑智勇:恆指單日轉向 淺談騰訊疑派中期息

港股觀察站 admin 0評論

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 1364

Warning: preg_match_all(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 684

Warning: Invalid argument supplied for foreach() in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 691

Warning: preg_match_all(): Compilation failed: invalid range in character class at offset 4 in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 684

Warning: Invalid argument supplied for foreach() in C:\wwwroot\niuniuwang.cn\wp-content\plugins\wp-chinese-conversion\simple_html_dom.php on line 691

恆指單日轉向 淺談騰訊疑派中期息

文:百利好証券策略師岑智勇

周一恆指高開後,初段曾升至 24385.44點後回軟。商湯(0020)在中午公布,因被美國財政部列入「非SDN中國軍工複合體企業名單」,需要保障投資者及刊發補充招股章程,且延遲上市。受事件影響,科技股在午後走勢偏軟,拉動恆指向下,並一度倒跌,全日波幅 448.51點。恆指收報 23954.58點,跌41.14點或0.17%,成交金額1296.92億元。國指及恆科指分別跌0.32%及0.22%。舜宇光學(2382)早前公布11月出貨數據未如預期,股價潞 3.18%,是表現最差藍籌。

恆指最高升至 24385.44點,一度升穿20 SMA後回軟,午後走勢轉差,出現單日轉向,最終以陰燭收市。若配合早前走勢一併參考,則譜成「穿頭破腳」的利淡形態。MACD快慢線正差距收窄,走勢轉弱。全日上升股份 690隻,下跌 1003隻,整體市況偏弱。

中央經濟工作會議提出,積極的財政政策要提升效能,更加註重精準、可持續。要保證財政支出強度,加快支出進度,適度超前開展基礎設施投資。受消息影響,水泥板塊向好,中國建材(3323)、華潤水泥(1313)及海螺水泥(0914)分別升 5.37%、3.33%及3.39%。機械板塊也向好,中國重汽(3808)及濰柴動力(2338)分別升 17.88%及2.45%。

騰訊(0700)在昨天收盤後公布,董事會預期將於2021年12月23日 (星期四)審議一項決議,以批准派發中期股息。若果決議獲得通過,將會是騰訊上市以來首次派發中期息。對一間科技企業言,不多派息的原因是要將手頭資金進行再投資,為股東帶來回報,即ROE。是次騰訊研究派發特別息,有可能是希望透過提升股息回報,以吸引股東。也有可能是集團未能物色到能提供高回報的項目,故將資金以股息方式回饋股東,但這也意味著其業務增長或放緩。由於集團未有披露派息原因,故暫難以判斷其派中期息之原因。在短線而言,派息或可吸引投資者,但長線而言,投資者會關心騰訊會否由增長股變成收息股。

英國出現至少一宗感染變種新冠病毒Omicron死亡的病例,使投資者擔心疫情擴散,利淡投資氣氛,美股三大指數下跌。夜期及ADR下跌,料恆指走勢偏軟,支持參考為10 SMA (約23870)水平。

個股

中聯重科(1157)的主要業務為從事研究、開發、生產與銷售工程機械及農業機械,以及融資租賃服務。

集團在2021年首3季的營業收入為544.37億元,同比上升20.3%;歸屬於上市公司股東的凈利潤為57.5億元,同比上升1.13%;經營活動產生的現金流量凈額為46.34億元,同比上升15.37%。

另方面,中央財經委員會辦公室副主任韓文秀對會議作出解讀稱,要適度超前進行基礎設施建設,在減污、降碳、新能源、新技術、新產業集群等領域加大投入,既擴大短期需求,又增強長期動能。其言論料利好集團業務發展。

集團近日股價向好,升穿20 SMA,並在金融科技系統出現信號。股份上日收報5.48元,市盈率4.724倍,周息率11.403%。集團市盈率在同業處偏低,若以5倍市盈率估值,目標價為5.8元。

-筆者為香港證監會持牌人士,不持有上述股份。

轉載請註明:牛牛網 » 岑智勇:恆指單日轉向 淺談騰訊疑派中期息


Warning: Use of undefined constant PRC - assumed 'PRC' (this will throw an Error in a future version of PHP) in C:\wwwroot\niuniuwang.cn\wp-content\themes\d8\comments.php on line 17

您必須 登錄 才能發表評論!