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植耀辉:港股料继续拉锯友邦(01299.HK)绩佳惟关注前景
阿思达克 08-23 11:10

耀才证券研究部总监植耀辉称,港股昨日(22日)又再回落至26,000点边缘,并一度跌破该水平。市场气氛依然审慎,毕竟过去一段时间市场状况未有太大改善,公司业绩亦未能为大市带来动力,不过最大变数可能仍在於中美贸易谈判之上。现时中美双方仍就贸易谈判问题展开骂战,未来能否於9月展开新一轮谈判仍是未知之数;一旦冲突再起,除了会令全球经济再添阴霾外,投资市场波动亦难免矣。另外银行家年会Jackson Hole即将举行,投资者亦宜关注联储局主席鲍威尔讲话。预期港股料暂维持於26,000点附近上落。

继续谈谈业绩表现。友邦保险(01299.HK)中期业绩表现理想,新业务价值按固定汇率计同比增加20%至22.75亿美元,主要受香港、马来西亚、中国及其他市场双位数增长所带动;中国市场新业务价值上升34%,继续成为增长最快市场,集团亦提到今年2月获得中银保监天津监管局及河北监管局批覆,开始在天津市和河北省石家庄市筹建营销服务中心,并已於今年7月底正式开业,笔者相信有助友邦今年下半年业绩表现。

至於香港新业务价值增长亦达到19%,表现亦相当理想,但最大变数仍是在於近日社会活动所带来的潜在影响。笔者预期友邦股价今日(23日)有望反弹,惟同时要留意管理层对本地业务发展之最新局势评估。笔者暂时亦仍只会持较审慎态度。

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