植耀辉: 港股关键支持24,400点 友邦(01299.HK)趁回调可留意
耀才证券研究部总监植耀辉称,港股昨日(20日)表现续见调整,并失守24,800点水平。港股昨日下跌有多个因素,其一是投资者相信内地短期降准无望,其次是亚太区股市普遍下跌,其三是对经济前景的不确定性,而友邦(01299.HK)业绩逊预期导致股价下跌亦是原因。最终港股下跌387点或1.54%,收报24,791点,成交金额1,181.87亿元。
由於市场变数仍多,特别是A股走势有所转弱之余,中美关系仍备受关注。因此现阶段暂看24,400点支持能否守稳,如失守的话恐怕要到24,000点才见支持。
股份方面,则一定要谈谈友邦。上日公布截至6月底止上半年业绩表现,新业务价值大跌37%,新业务价值利润率亦减少11.1个百分点至54.4%。当中,香港市场新业务价值急挫68%,年化新保费则下跌59%。内地表现较佳,但亦跌13%,其余东南亚市场新业务价值均见受压。不过,有关情况已是预期之内,关键在於中国市场下半年能否出现显着反弹。事实上,本地疫情虽持续见改善,惟情况仍不乐观,东南亚市场情况亦有待观察。相比之下,内地疫情初步见受控,加上今年新增石家庄及天津市两个营运点,预期内地业务有力反弹,如股价跌至前支持位约69元附近水平,可考虑分段吸纳。
(笔者为证监会持牌人,并未持有相关股份)~
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