植耀輝: 港股關鍵支持24,400點 友邦(01299.HK)趁回調可留意
耀才證券研究部總監植耀輝稱,港股昨日(20日)表現續見調整,並失守24,800點水平。港股昨日下跌有多個因素,其一是投資者相信內地短期降準無望,其次是亞太區股市普遍下跌,其三是對經濟前景的不確定性,而友邦(01299.HK)業績遜預期導致股價下跌亦是原因。最終港股下跌387點或1.54%,收報24,791點,成交金額1,181.87億元。
由於市場變數仍多,特別是A股走勢有所轉弱之餘,中美關係仍備受關注。因此現階段暫看24,400點支持能否守穩,如失守的話恐怕要到24,000點才見支持。
股份方面,則一定要談談友邦。上日公布截至6月底止上半年業績表現,新業務價值大跌37%,新業務價值利潤率亦減少11.1個百分點至54.4%。當中,香港市場新業務價值急挫68%,年化新保費則下跌59%。內地表現較佳,但亦跌13%,其餘東南亞市場新業務價值均見受壓。不過,有關情況已是預期之內,關鍵在於中國市場下半年能否出現顯著反彈。事實上,本地疫情雖持續見改善,惟情況仍不樂觀,東南亞市場情況亦有待觀察。相比之下,內地疫情初步見受控,加上今年新增石家莊及天津市兩個營運點,預期內地業務有力反彈,如股價跌至前支持位約69元附近水平,可考慮分段吸納。
(筆者為證監會持牌人,並未持有相關股份)~
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