植耀辉: 港股反弹欠实质支持 友邦(01299.HK)候75元再作考虑
耀才证券研究部总监植耀辉称,港股方面,昨日(19日)走势持续偏弱,并曾跌破26,400点水平。大市下跌某程度上是与财政司司长陈茂波表示,香港第三季GDP或会出现负增长之故。虽然投资者对本地经济表现已心中有数,但消息始终对投资信心有一定影响,加上上周大市在未有太大实质消息支持下上扬,亦令回吐压力上升。笔者维持早前看法,亦即预期大市将下试26,000点水平。在该水平料会出现技术反弹,但若本地因素未见改善,後市进一步试底机会仍相当高。
股份方面,昨日友邦(01299.HK)成为跌市元凶,下跌超过3%,单一只股份拖累恒指下跌81点。其余两只本地银行股恒生(00011.HK)及中银香港(02388.HK)分别下跌2.4%及1.6%。金融股对经济状况相当敏感,故一旦经济前景不明,恐怕股价难有好表现。至於友邦,某程度上大众最关注是内地居民来港投保意欲大减,对香港新业务价值会有较大不利影响;当然内地新两增两个营运点亦属有利,只是香港业务一直提供稳定表现,亦难免会拖累今年业绩情况,故股价回吐亦属正常;笔者预期75元以下会有较大支持,不妨待其回落至该水平再作部署。
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