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兩隻不容錯過的宅經濟增長股

隨著「宅經濟」成為新常態,這兩隻股票有望成為趨勢增長股。 – Hong Kong skyline during the day with financial numbers at top

新冠肺炎疫情為各行各業帶來的猛烈衝擊,但新經濟產業卻在疫市抬頭。電商、手遊、串流等行業面臨增長順風,在疫市中加強滲透,持續融入大眾生活。隨著「宅經濟」成為新常態,以下兩隻股票有望成為長線贏家

1. 香港電視

香港電視(SEHK1137)是香港電商龍頭,集團旗下電商平台在過去一直處於虧損階段,主因是平台規模有限,難以實現規模經濟效益。電商平台早期獲客以折扣為主,造成銷售邊際低,電商平台營運成本無法有效攤開,經營虧損難以收窄。新冠肺炎疫情卻為香港電視帶來龐大增長機遇,疫市期間大眾外出意欲大減,電商成為大眾應付日常消費的重要渠道,線上消費的意欲因而提升。香港電視旗下平台用量大增,據最新公布的7月份數據,曾於 HKTVmall 購物的獨立客戶數量有近42萬,較去年同期增加73%,而每月訂單總商品交易額則按年增長約170%6.2億元。雖然疫情利好因素屬短中期,但本地疫情持續反彈,用戶黏性有望加強,平台留存率或可受惠提升,鞏固平台的長線增長力。

2. 嘉里物流

嘉里物流(SEHK636)是亞太區領先綜合物流公司之一。疫情為全球經濟帶來衝擊,經貿活動因而降溫,但以上提到的電商增長卻為物流產業帶來順風,企業對消費者物流需求在疫市擴張,甚至足以抵消企業對企業物流需求疲弱的負面影響。電商消費所帶來的強勁物流周轉更有利物流貨倉使用率提升。嘉里物流首席財務官在一次訪問中更預期上半年業務仍可錄得雙位數增長,而且增長表現很可能延續至下半年,反映疫市中整體物流需求依然穩定,電商渠道增長有利鞏固嘉里物流等綜合營運商在疫市的表現。隨著電商趨勢持續滲透,成為新常態並融入大眾日常生活,其所衍生的物流運輸及貨倉系統需求只會有增無減,疫後伴隨著企業對企業的物流需求復甦,嘉里物流的增長前景明朗。

結語

疫情對經濟的衝擊雖大,但電商滲透加快,以上兩間上市公司有望成為長線贏家

延伸閱讀

本文所提供的信息僅供一般參考之用,並不構成任何個人化的投資勸誘或建議。作者 Alvin Yu 沒持有以上提及的股票。

The Motley Fool Hong Kong Limited(www.fool.hk) 2020

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