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郭思治: 本月期指該在高台轉倉
阿思達克 04-27 09:41
香港股票分析師協會副主席郭思治稱,今天(27日)是即月期指轉創高峰日。從周來之市勢看,大市雖稍見反覆,且恆指亦已連續四天跌穿10天線(24,109點),惟卻未有進一步跌穿20天線(23,814點),故大市之表現實不算太差。相對這次反彈是始自3月19日之低位21,139點計,目前大市只屬急步反彈後之高台回吐及整固而已,再從市內所見,主要恆指成份股均未見有太大沽壓,顯然是有維穩買盤在作部署。前文已述,大市自4月17日高位24,666點開始之回吐,技術上可能會往下尋找大跌浪之右腳。惟一日20天線未正式失守,大市暫仍只屬高台整固而已。假如大市需作三周左右之消化,則五月初旬之市況或會續處不明中。

RITAMIX(01936.HK)為一間有37年歷史,扎根於馬來西亞的動物飼料添加劑生產商及分銷商。集團銷售業務為買賣雙方直接交易,目前生產超過150種自有品牌,銷售對象包括馬來西亞及海外市場。集團有強大的採購能力,條件有利未來發展。另有馬來西亞穩定及長期客戶,品牌有利提高集團知名度,而最重要的是集團擁有經營豐富的管理團隊。

集團2017年之稅前盈利為1455.6萬令吉(約2,751萬港元),2018年為2216.5萬令吉(約4,189萬港元),2019年則為1,888.5萬令吉(約3,569萬港元)。以招股價介乎1港元至1.2港元計,伸值市盈率僅14倍至16.8倍,論估值該不算高,投資者在招股期間不妨稍作關注。

(筆者為證監會持牌人)~

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