植耀辉: 港股28,000阻力大 圣诞股看好伟易达(00303.HK)
耀才证券研究部总监植耀辉称，自踏入12月，恒指持续反弹，并迫近28,000点水平。当中腾讯(00700.HK)功劳可谓不少，皆因其股价自12月初至今累升近一成二，昨日亦一度急升至373元。当然，市场气氛改善，加上股价大落後成为股价反弹之主要因素，不过平心而论，始终现时之腾讯业务发展上缺乏卖点，因此股价要冲破7月高位377元附近，单靠气氛改善实在有相当难度，且看未来随着5G发展，会否为集团带来更多发展机遇。
至於港股短期表现如此强劲，笔者直言亦感到意外，虽则早前曾指港股具追落後概念，但中美贸易首阶段协议其实仍存在相当变数，所以笔者对後市依然存有戒心，相信在28,000点之上阻力会相当大。
另外，踏入12月，不少大行均会就来年大市展望进行估算，部分亦会作出推介；以往不时会有圣诞礼物股之说，过去最多人挂在口边的肯定是「圣诞钟，买汇丰(00005.HK)」，但汇控投资前景已今非昔比，近年亦鲜有人提及矣!相反，资深投资者David Webb数年前皆会派「圣诞礼物股」，其实今年亦有一只美亨实业(01897.HK)(不过严格来说亦不算是，皆因是刚巧其增持至5%需要披露而已!股价周一亦因此而爆升近12%)。不过David Webb一向信奉价值投资，其投资策略亦以中长线为主(根据报导指其平均持股时间约五年)，所以跟进与否亦要视乎阁下本身之投资态度。
笔者亦有打算跟大家分享一只名副其实的礼物股，就是伟易达(00303.HK)。该公司截至9月底止上半年业绩表现理想，收入及股东应占溢利增加12%及31%，虽然下半年增幅或有所放慢，但在预期推出新电子学习产品下，预期增长势头仍可持续；另外，为避免受到关税影响，集团已将受影响之承包生产转移至马来西亚。加上过去笔者亦指该公司拥有良好管治水平，以及仍有高达6.7厘股息率，未来股价前景仍值得看好，建议75元附近可吸，一年目标可看90元以上。
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