郭思治: 本月期指该在高台转仓
香港股票分析师协会副主席郭思治称,今天(27日)是即月期指转创高峰日。从周来之市势看,大市虽稍见反覆,且恒指亦已连续四天跌穿10天线(24,109点),惟却未有进一步跌穿20天线(23,814点),故大市之表现实不算太差。相对这次反弹是始自3月19日之低位21,139点计,目前大市只属急步反弹後之高台回吐及整固而已,再从市内所见,主要恒指成份股均未见有太大沽压,显然是有维稳买盘在作部署。前文已述,大市自4月17日高位24,666点开始之回吐,技术上可能会往下寻找大跌浪之右脚。惟一日20天线未正式失守,大市暂仍只属高台整固而已。假如大市需作三周左右之消化,则五月初旬之市况或会续处不明中。
RITAMIX(01936.HK)为一间有37年历史,扎根於马来西亚的动物饲料添加剂生产商及分销商。集团销售业务为买卖双方直接交易,目前生产超过150种自有品牌,销售对象包括马来西亚及海外市场。集团有强大的采购能力,条件有利未来发展。另有马来西亚稳定及长期客户,品牌有利提高集团知名度,而最重要的是集团拥有经营丰富的管理团队。
集团2017年之税前盈利为1455.6万令吉(约2,751万港元),2018年为2216.5万令吉(约4,189万港元),2019年则为1,888.5万令吉(约3,569万港元)。以招股价介乎1港元至1.2港元计,伸值市盈率仅14倍至16.8倍,论估值该不算高,投资者在招股期间不妨稍作关注。
(笔者为证监会持牌人)~
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