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思捷:歐洲營業額跌近7%,關閉店鋪撥備大增,批發收入跌12% @ 2012-02-23T16: Back Hot News
Keyword:思捷
Concept:思捷環球中期
【業績詳情】思捷(0330-HK):通脹及天氣原因累毛利率下跌
近期市場焦點落在藍籌股業績之上,藍籌股中以思捷(0330)表現最為突出,雖然不少大行預期思捷周四(23日)公布的半年業績沒有任何驚喜,但資金卻繼續炒作。以歐洲業務為主的思捷,受惠大家對歐債問題獲得解決憧憬,短炒一轉目標看18元,止蝕位放14元。
華裔球員林書豪在美國職業籃球(NBA)初期發展備受冷待,得不到重視,但機會一到即大顯身手,火速冒起,引爆全球「林瘋」(LINSANITY)熱潮。港股業績期來臨,正是一些被低估的股份顯示身價的機會,本周打頭陣的藍籌股,思捷環球(0330)及友邦,前者業績未見曙光前,股價已先行從谷底反彈,年初至今累升五成,預測市盈率近50倍,即使股價走勢凌厲,亦要小心。反而未被寄予厚望的友邦及預料可帶來驚喜的新地,更值得留意。
其他藍籌當中,港交所(0388-HK)跌0.62%;和黃(0013-HK) 跌0.65%;騰訊(0700-HK) 升1.22%;美國沃爾瑪(WMT)業績遜預期,有生意往來的利豐(0494-HK) 再跌1.03%;思捷(0330-HK)公布業績前跌2.95%。
個股方面,盡管政府的樓市調控立場不變,但地方政府正在進行政策微調,內房股繼續炒高,其中升幅較大的股份為合景泰富(1813)升7.4%、綠城中國(3900)升7.3%,首創(2868)升8.4%,潤地(1109)升5.7%及雅居樂(3383)升6.0%。高盛指風電場產能增長放慢,風電設備股前景削弱,惟風電股追落後上揚,金風科技(2208)漲4.5%,中國高速傳動(0658)漲8.3%,華能新能源(0958)漲2.2%。李寧(2331)獲大行唱好及獲基金增持,股價升幅擴大漲14%,另外,聯想(0992)首3季多賺76%,業績理想,刺激股價升3.8%,思捷(0330)獲基金MARTHON ASSET增持500萬股,股價飆近5.4%。

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