You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀辉: 港股反弹惟难持久 收租股未宜捞底
阿思达克 09-25 11:29

耀才证券研究部总监植耀辉称,港股经历六连跌後,昨日(24日)终於出现反弹,不过反弹力度不算强,而且升幅主要来自友邦(01299.HK)及汇控(00005.HK)身上;至於成交量亦只略见增加,所以笔者对後市走势仍相当有所保留。反而外围情况仍较值得留意,除了大家一直关注之中美贸易谈判外,於纽约召开之联合国大会亦肯定「好戏连场」,皆因多国均面对棘手问题,东道主美国总统特朗普便肯定会跟伊朗总统鲁哈尼大打「口水战」,乌克兰总统近日亦卷入华府政治风暴; 印巴喀什米尔问题以至日韩贸易纠纷等亦会是一大焦点,若再加上脱欧未明之英国,以及在亚马逊雨林大火上被千夫所指的巴西,今次大会肯定会相当「精彩」。

至於港股则肯定「无运行」,A股在十一国庆前「维稳」味浓,并继续於3,000点附近上落;反而港股未有见利好消息之余,对经济及企业盈利之担忧将继续困扰市场气氛,所以笔者继续以26,000点作为首个下跌目标。

由於经济状况转差,越来越多声音提到要「共度时艰」。有个别发展商如大古地产(01972.HK)及南丰集团便宣布个别商场将会临时调整租金。某程度上,面对当前情况,减租亦是无可奈何之举;当然,笔者对此种做法感觉正面,不过现实情况似乎反映零售租务市场短期仍将面对相当大挑战,因此相关板块亦不宜现阶段捞底。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account