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富瑞港股下行空间有限吁买博彩股避开零售地产股
格隆汇 08-19 14:42

富瑞发表研究报告表示,香港股市已经消化了很多抗议活动带来的利空,预计下行空间有限,建议买入近期表现不佳的博彩股,并避开零售和地产股。报告认为,投资者应当避开零售股,因抗议活动短期没有停止的迹象,加上中国内地赴港旅游人数可能会加速下滑。另外,尽管地产市场没有恐慌迹象,但经历抗议之后,政策可能会聚焦加大土地和补贴房屋的供应,以提升居民的房价承受力,这对房价和地产商的利润率不利。

富瑞又指,看不到澳门博彩股下跌20-25%,并跑输大市14-23%的原因,该行认为博彩股或受益于更多内地游客选择赴澳门而非赴港旅游,同时内地可能推出更多政策支持,首选股是金沙中国(01928.HK)和永利澳门(01128.HK)。

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