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植耀辉: 港股乏方向 友邦(01299.HK)可留意
阿思达克 10-22 10:57

耀才证券研究部总监植耀辉称,美股隔晚(21日)表现不俗,三大指数均录得升幅,当中道指上升57点或0.21%,收报26,827点,标普500指数上升0.69%至3,006点,纳指表现较佳,上升近1%,收报8,162点。

港股昨日则继续维持窄幅上落格局,始终投资者关注的因素仍多,特别是本周起将会有不少公司陆续公布季绩,且看能否为市场带来惊喜,当中笔者特别关注友邦(01299.HK)业绩表现,皆因股价自七月中旬高见88元以上後开始辗转下跌,主要受本地因素影响。

事实上笔者亦担心其第三季香港新业务价值表现将难免出现倒退,只是股价是否已反映相关影响而已!不过内地新业务价值则依然看俏,特别是友邦今年新增两个销售点(石家庄及天津市),加上内地金融业料加快开放,所以前景未必太差,继续维持早前部署策略,75元以下可分段吸纳。

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