植耀輝: 港股乏方向 友邦(01299.HK)可留意
耀才證券研究部總監植耀輝稱,美股隔晚(21日)表現不俗,三大指數均錄得升幅,當中道指上升57點或0.21%,收報26,827點,標普500指數上升0.69%至3,006點,納指表現較佳,上升近1%,收報8,162點。
港股昨日則繼續維持窄幅上落格局,始終投資者關注的因素仍多,特別是本周起將會有不少公司陸續公布季績,且看能否為市場帶來驚喜,當中筆者特別關注友邦(01299.HK)業績表現,皆因股價自七月中旬高見88元以上後開始輾轉下跌,主要受本地因素影響。
事實上筆者亦擔心其第三季香港新業務價值表現將難免出現倒退,只是股價是否已反映相關影響而已!不過內地新業務價值則依然看俏,特別是友邦今年新增兩個銷售點(石家莊及天津市),加上內地金融業料加快開放,所以前景未必太差,繼續維持早前部署策略,75元以下可分段吸納。
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