Tuesday, July 20, 2010

要盈喜定要驚喜

見到中美公布的經濟數據令人失望,增長放緩已成定局,而且上周五美股道指急挫261點,創逾兩周以來最大跌幅,相信大家已心中有數,恒指昨日表現難有突出,開市亦即插落近250點至20,007點,力頂之下,竟能險守20,000點,最終只回落159點,至20,090點收市,成交額只有439億元,為過去7個交易日以來最少。

儘管即月期指曾穿20,000點,低見19,933點,收市仍企在20,026點,較現貨略為低水64點而已,加上成交合約只有5.1萬張,而直至上周五未平倉合約6.9萬張,大戶好淡角力不算嚴重。

曾在股市炒至天昏地暗的朋友最近卻轉行開舖做零售,賣食品去也,雖非規模龐大,但也可一過老闆癮。他向禤中怡話,為吸引客戶光顧,推出九折優惠,但少收了的10%收益,不知何時才賺回,他又吐苦水話,若果要有足夠現金流以支付租金,恐怕生意要比現時翻一番方可應付,故此近期頭痛不已。禤中怡不懂做生意,只能略為提點他要注意現金流轉等經營的重點,以及買點食品捧捧場。

不過,近日一批零售股業績不俗,股價齊齊逆市大漲,最突出的非服裝股慕詩國際(130)莫屬,上午該股股價還在1.2至1.3元之間徘徊,之後公布3月底止全年純利漲1.67倍,至5,366萬元,即去年上半年純利受金融海嘯衝擊而下降後,去年下半年業務不但急起直追,盈利更足足大幅增加3.6倍,末期息提高4倍,至10仙,全年股息有12仙。

該股股價於午後便表演火箭升空,裂口抽上逾1.6元,曾高見1.67元,攀升33.6%,收市仍報1.57元,增25.6%,輕易成為主板升幅之冠,只輸給遭全面收購的上聲國際(8226)而已。

至於購入「Aquascutum」品牌的YGM貿易(375),截至3月底全年純利大增1.4倍至1.96億元,末期股息增42%,幅度雖不及盈利高,但每股派息40仙,全年55仙,股價立即有反應,昨抽高6.9%至10.84元,而以收市價計,全年股息回報仍有約5厘,不俗吧!

即使是上周派成績表的漢登控股(448)多賺72%,末期股息也增37.5%,令股價繼上周五漲近18%後,昨曾續獲推高見1元高位,全日再向上11.7%,收市報0.95元,股價連升3日。

由於這類零售股均增派股息,反映管理層與股東分享成果外,亦看好未來一年市道,無須保留大量現金。此外,看到像包浩斯(483)能夠有約70.1%毛利率,真令人羨慕,但做100元生意,毛利賺70元,當然係做股東好過做顧客。

今日公布末期業績的六福集團(590),股價昨日同樣逆市升3%至9.9元,且看會否又有驚喜。

值得注意的是,YGM貿易全年純利大增1.4倍,漢登控股多賺72%,甚至是慕詩國際盈利表現如此突出,但他們均沒有發出盈利預喜,提早向股東公布這個好消息。禤中怡不明白,究竟現時這個預喜和預警機制,何時才能像內地般,成為一個上市規則需遵守,而不是一個指引,執行與否隨你喜歡,避免變成現時不能統一發布資訊情況,而股東也不會提早沽貨,回頭欲哭無淚!

(7月20日刊於《am730》)

6 Comments:

At 4:00 PM, Blogger greatsoup said...

個人意見: 盈喜和盈警根本只是給某些人成為舞弄股價的工具,建議取消。

 
At 7:52 PM, Blogger  said...

兼顧財富自由健康三者的方法,給自己一個機會了解吧
http://sn.im/hyeandy
謝謝您的閱覽,如不感興趣,抱歉打擾您了,請將此訊息刪除!
祝您˙諸事順心-愉快! ^_____^

 
At 8:31 AM, Blogger oakleyses said...

air max, burberry outlet, true religion jeans, louboutin, louis vuitton outlet, louboutin, ray ban sunglasses, tiffany and co, coach outlet store online, oakley sunglasses cheap, christian louboutin shoes, longchamp outlet, louis vuitton, true religion jeans, tory burch outlet, kate spade outlet, kate spade handbags, oakley sunglasses, jordan shoes, polo ralph lauren outlet, louis vuitton outlet, louis vuitton handbags, coach outlet, prada outlet, ray ban sunglasses, chanel handbags, michael kors outlet, longchamp handbags, michael kors outlet, oakley sunglasses, nike shoes, air max, coach purses, michael kors outlet, longchamp handbags, louis vuitton outlet stores, nike free, prada handbags, coach factory outlet, gucci outlet, tiffany and co, louboutin outlet, michael kors outlet, polo ralph lauren outlet, michael kors outlet, burberry outlet, michael kors outlet

 
At 8:31 AM, Blogger oakleyses said...

abercrombie and fitch, hollister, sac burberry, sac hermes, nike free pas cher, michael kors, sac guess, timberland, nike free, lululemon, new balance pas cher, true religion outlet, sac louis vuitton, mulberry, louis vuitton uk, longchamp, nike roshe, vans pas cher, air max, louboutin, vanessa bruno, nike blazer, hollister, air force, ray ban pas cher, true religion outlet, north face, oakley pas cher, hogan outlet, nike trainers, nike tn, air jordan, sac louis vuitton, polo lacoste, louis vuitton, air max pas cher, michael kors pas cher, michael kors, polo ralph lauren, sac longchamp, converse pas cher, ralph lauren, nike roshe run, barbour, nike air max, air max, north face, ray ban sunglasses

 
At 8:38 AM, Blogger oakleyses said...

marc jacobs, soccer shoes, abercrombie and fitch, hollister, asics running shoes, canada goose, ugg boots, nfl jerseys, reebok outlet, herve leger, ugg, north face outlet, mont blanc, longchamp, insanity workout, canada goose uk, chi flat iron, babyliss pro, ugg pas cher, ugg australia, canada goose jackets, mcm handbags, canada goose, wedding dresses, new balance shoes, mac cosmetics, soccer jerseys, celine handbags, birkin bag, p90x, ferragamo shoes, valentino shoes, nike huarache, beats by dre, ghd, instyler, jimmy choo outlet, lululemon outlet, bottega veneta, canada goose, rolex watches, canada goose outlet, vans shoes, nike roshe run, moncler, ugg boots, north face jackets, uggs outlet, giuseppe zanotti

 
At 8:52 AM, Blogger oakleyses said...

louboutin, moncler outlet, juicy couture outlet, iphone 6 cases, hollister, moncler, karen millen, oakley, baseball bats, wedding dresses, ray ban, gucci, canada goose, ralph lauren, canada goose, swarovski crystal, hollister clothing store, moncler, air max, converse, pandora jewelry, juicy couture outlet, rolex watches, moncler, supra shoes, moncler, pandora charms, ugg, vans, toms shoes, links of london, pandora charms, air max, timberland boots, parajumpers, hollister, thomas sabo, louis vuitton, montre homme, coach outlet store online, lancel, ugg, swarovski, moncler, converse shoes

 

Post a Comment

<< Home