植耀辉:港股暂难有突破港铁(00066.HK)盈警借势回调
耀才证券研究部总监植耀辉称,上日(18日)港股继续无方向,全日高低波幅更只得135点。大市整体气氛亦依然淡静,毕竟中美贸易之间谈判难一帆风顺,笔者亦再三强调由於两者最大分歧在於科技研发上,美国亦不会轻易放过华为在5G方面之发展,在双方核心价值不一致下,要达成共识亦相当有难度,亦因如此,大市暂亦难有进一步上升之可能。
亦可谈谈个别板块表现。猪肉股继续受惠内地猪肉价格上升憧憬而造好,雨润食品(01068.HK)更急升35%。论股价表现,雨润食品股价属大落後,然而该公司基本面欠佳,急升似乎纯炒作居多,亦未有太多基本因素支持;至於其他肉类股,有基本因素支持及产业范畴多元化,如万洲(00288.HK)及中粮肉食(01610.HK)等仍可看高一线,中短线仍可留意。
另外,港铁(00066.HK)昨日亦宣布上市至今之首次盈警,因为沙中线进行约20亿港元拨备,预期对今年截至6月30日止中期业绩会有影响。笔者对消息感到少许意外,但由於沙中线延期多时,有关情况某程度上亦预期之内,不过始终股价年初至今累升达38%,相信今日回调机会相当高。不过,以港铁去年全年盈利160亿元计算,相关拨备占比不多,对公司今年业绩影响相信不会太大,只是相关因素未来会否继续对集团业绩带来影响则当需观察,故建议暂不妨静观其变,候机再吸纳较佳。
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