植耀輝: 港股續於高位整固 利是股首選新意網(01686.HK)
耀才證券研究部總監植耀輝稱,港股昨日(20日)出現顯著回調,並以全日最低位收市,走勢上有所轉弱,鑑於早前累升實在不少,加上長假期臨近,投資者先行鎖定利潤機會頗高,何況短期市況有兩個較值得關注行情,其一是接連出現股東減持或公司配售消息,對資金及市況有一定影響;其次是有關疫情方面的發展。事實上,個別板塊如航空及濠賭股昨日急跌,正正反映此等憂慮。預期港股暫時將於28,500至29,000點水平上落。
很快便會踏入農曆年,筆者在此亦先「應節」,為大家推介鼠年利是股。不過在推介之前,亦先跟各位回顧去年推介。筆者去年之推介為中興(00763.HK),原因亦相當簡單,就是憧憬5G概念。而中興去年表現亦未有令筆者失望,全年計亦有可觀升幅。當然今年5G股份預期仍會有好表現,但基於股價近期已爆升至27元附近,現價買入值傅率不高;何況其股價亦極易受到中美貿易消息困擾,所以不建議高追,亦基於股價已升至區間上方水平,故待有較顯著回調始再作考慮較適合。
至於今年推介,則是經營本地數據中心之新意網(01686.HK)。新意網為本地數據中心龍頭,市佔率近兩成,集團近年積極擴充規模,除將現有物業翻新增加可用數據中心面積外,現正施工之荃灣及將軍澳項目落成後將增添共140萬平方呎的樓面面積,進一步提升影響力。事實上,集團去年已獲多間大型企業之新客戶加盟,由於企業關注科技開支以及環球政經不確定性增加,部分大型雲服務供應商傾向租用,而非自己建設數據中心,此趨勢亦有助新意網未來發展。加上亞太區流動及互聯網流量數據在2017至2022年將維持49%複合增長率,業務料可看高一線。股價近期表現不俗,暫建議回落至5元附近買入,中線上望6.5元。
(筆者為證監會持牌人,並未持有相關股份)~
阿思達克財經新聞
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