大和:疫情有轉捩點呼籲買汽車股 看好吉利及廣汽等股
大和研報指,內地武漢肺炎近期新感染宗數有所下降,且大多數集中在湖北省,相信已出現首個轉捩點,未來進一步的政支持將有利市場情緒,該行認為目前正介乎投資的第二或第三階段,因此次序看好吉利汽車(0175.HK)、廣汽集團(2238.HK)、永達汽車(3669.HK)及中國民航信息(0696.HK),均予其“買入”評級。
大和稱,中國政府在過去數天已公佈不同的政策,以支持企業抗疫,除目前已公佈的下調增值税及免徵民航發展基金外,預期中國仍會推出更多優惠措施,包括降低航空公司降落費等。惟該行預料,汽車行業不會有其他重大刺激措施推出。
大和續指,由於新感染宗數下降較預期早,相信未來一至兩週投資第二階段及第三階段或會開始重疊,因此建議長期投資者可挑選情緒復甦的汽車股;至於尋求潛在強勁反彈及回報,則推薦航空股,如國泰航空(0293.HK)及中國南方航空(1055.HK)。
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