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植耀輝:港股料繼續拉鋸友邦(01299.HK)績佳惟關注前景
阿思達克 08-23 11:10

耀才證券研究部總監植耀輝稱,港股昨日(22日)又再回落至26,000點邊緣,並一度跌破該水平。市場氣氛依然審慎,畢竟過去一段時間市場狀況未有太大改善,公司業績亦未能為大市帶來動力,不過最大變數可能仍在於中美貿易談判之上。現時中美雙方仍就貿易談判問題展開罵戰,未來能否於9月展開新一輪談判仍是未知之數;一旦衝突再起,除了會令全球經濟再添陰霾外,投資市場波動亦難免矣。另外銀行家年會Jackson Hole即將舉行,投資者亦宜關注聯儲局主席鮑威爾講話。預期港股料暫維持於26,000點附近上落。

繼續談談業績表現。友邦保險(01299.HK)中期業績表現理想,新業務價值按固定匯率計同比增加20%至22.75億美元,主要受香港、馬來西亞、中國及其他市場雙位數增長所帶動;中國市場新業務價值上升34%,繼續成為增長最快市場,集團亦提到今年2月獲得中銀保監天津監管局及河北監管局批覆,開始在天津市和河北省石家莊市籌建營銷服務中心,並已於今年7月底正式開業,筆者相信有助友邦今年下半年業績表現。

至於香港新業務價值增長亦達到19%,表現亦相當理想,但最大變數仍是在於近日社會活動所帶來的潛在影響。筆者預期友邦股價今日(23日)有望反彈,惟同時要留意管理層對本地業務發展之最新局勢評估。筆者暫時亦仍只會持較審慎態度。

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