里昂:中小型股今年首選信義玻璃(0868.HK)、信義光能(0968.HK)等
里昂發表報告指,中港中小型股於去年表現各異,由物管股及具基本因素的股份跑贏,去年下半年開始市場信心恢復,主要由於有更多上行週期因素。在預期今年市場回穩的情況下,該行集中於仍具有穩健基本因素及具改善跡象股份,相信其增長潛力將於今年擴大。
該行偏好信義玻璃(0868.HK)
,指其需求回升,均價亦有提升,加上新屋完工速度加快,將對浮法玻璃、物業管理及家俬相關股份有利。該行中小型股份首選信義玻璃、信義光能(0968.HK)
、雅生活服務(3319.HK)
、碧桂園服務(6098.HK)
及敏華(1999.HK)
。
另外該行亦相信中小型科技股龍頭如金蝶(0268.HK)
及創科(0669.HK)
長遠而言股價將受惠,週期性復甦的前提下,汽車部件股份偏好敏實(0425.HK)。
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.