植耀輝: 美股強勢道指破二萬五 石藥(01093.HK)有條件追落後
才證券研究部總監植耀輝稱,美股隔晚(27日)顯著造好,在憧憬經濟活動陸續恢復正常運作下,三大指數繼續有好表現。當中道指大升553點或2.2%,收報25,548點,標普500指數亦升1.4%,收執3,036點。納指走勢則較反覆,早段一度跌穿9,150點,不過其後走勢轉強,最終上升近0.8%,收報9,412點。
港股昨日走勢則偏弱,但最終仍能守穩23,300點水平。雖然大市跌幅不算大,但不少早前當炒板塊,包括醫療相關股及物管股均見沽壓,反映有投資者趁高位減磅鎖定利潤的情況。基於政治市因素,相信未來一個星期港股仍將相當波動,如氣氛進一步轉差,恐怕恆指有機會下試22,500點或更低水平。
另外亦可談談石藥集團(01093.HK)。該公司昨日公布首季業績,股東應佔溢利上升21.8%,惟主要是期內錄得2.86億元出售附屬收益,若撇除此等因素,經營利潤基本與去年持平,但表現已是預期之內;反而集團宣布建議於內地科創板上市的消息,令股價一度急升近一成。石藥若能成功「回A」,某程度上可募集更多資金於加強研發之上,對公司發展有利。
另外,雖然石藥首季業績表現平平,但隨著內地經濟活動陸續恢復正常,預期第二季度起業績會有所反彈,同時集團抗腫瘤產品如克艾力及津優力等增長強勁,銷售收入按年分別上升114%及64.5%。加上石藥股價今年跑輸其他一眾醫藥股,故仍具追落後價值,可於16元附近買入並作中線持有,上望19元水平。
(筆者為證監會持牌人,並未持有相關股份)~
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