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業績超預期思捷飆25% 市值大增46億北美 @ 2012-02-24T10: Back Hot News
Keyword:思捷
Concept:中期業績
思捷環球執行董事兼集團財務總裁周福安於業績發布會上表示,經營溢利率為4.7%,高於全年1%至2%的預計值,主要是由於區內成本控制得宜,公司未來將繼續管控成本,希望可以維持該經營溢利率。
市場預期業績無甚驚喜的思捷(330),上半年盈利跌74%,至5.5億元,盈利卻遠超市場預期,其中經營溢利率更超標達4.7%,較早前指引全年的1%至2%為高,主要是有效地控制成本,派中期股息0.26元。受喜出望外的業績刺激,思捷股價逆市升25%,收市報17.78元,創逾5個月新高。
德銀表示,思捷昨日公布中期業績後,股價急升25%,主要稅前淨利率優於市場預期,然而思捷管理層提醒投資者,公司於下半年度處傳統淡季,而營運開支亦會增加。德銀微調2013至2014年度盈測,同時大幅上調2012年純利預測56%,惟此不會明顯影響現金流折現模型下之目標價,故維持「持有」評級。
港股周四平收,守21,000 點。憧憬放款首套房貸利率帶動內房股上升,恆大(3333 HK) 及雅居樂(3383 HK)大升7.35%及6.01%。港股成交量回升,港交所(388 HK)上升2.93%。獲外國基金增持,思捷(330 HK)上漲5.40%。恆生指數微跌0.04%,至21,010 點。

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