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植耀辉: 美股强势道指破二万五 石药(01093.HK)有条件追落後
阿思达克 05-28 10:43
耀才证券研究部总监植耀辉称,美股隔晚(27日)显着造好,在憧憬经济活动陆续恢复正常运作下,三大指数继续有好表现。当中道指大升553点或2.2%,收报25,548点,标普500指数亦升1.4%,收执3,036点。纳指走势则较反覆,早段一度跌穿9,150点,不过其後走势转强,最终上升近0.8%,收报9,412点。

港股昨日走势则偏弱,但最终仍能守稳23,300点水平。虽然大市跌幅不算大,但不少早前当炒板块,包括医疗相关股及物管股均见沽压,反映有投资者趁高位减磅锁定利润的情况。基於政治市因素,相信未来一个星期港股仍将相当波动,如气氛进一步转差,恐怕恒指有机会下试22,500点或更低水平。

另外亦可谈谈石药集团(01093.HK)。该公司昨日公布首季业绩,股东应占溢利上升21.8%,惟主要是期内录得2.86亿元出售附属收益,若撇除此等因素,经营利润基本与去年持平,但表现已是预期之内;反而集团宣布建议於内地科创板上市的消息,令股价一度急升近一成。石药若能成功「回A」,某程度上可募集更多资金於加强研发之上,对公司发展有利。

另外,虽然石药首季业绩表现平平,但随着内地经济活动陆续恢复正常,预期第二季度起业绩会有所反弹,同时集团抗肿瘤产品如克艾力及津优力等增长强劲,销售收入按年分别上升114%及64.5%。加上石药股价今年跑输其他一众医药股,故仍具追落後价值,可於16元附近买入并作中线持有,上望19元水平。

(笔者为证监会持牌人,并未持有相关股份)~

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