You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀辉: 新股热继续成焦点
阿思达克 12-16 10:53
耀才证券研究部总监植耀辉称,港股继续缺乏明确方向,焦点仍是集中新股市场。上周泡泡玛特(09992.HK)首日登场表现之佳实在令人惊讶,笔者也不曾想过玩具股居然可以有如此高估值,所以虽然自问也颇「宅」,但对此股兴趣实在一般,不过始终有内需及消费概念,而且新股炒作离不开憧憬,只要憧憬犹在,股价自然会长炒长有。所以出手与否留待各位自行决定。至於今日另一内需概念股蓝月亮(06993.HK)上市,且看股价能否再有惊喜!

另外,虽然早前已跟大家谈过电动车,但仍想谈谈恒大汽车(00708.HK),皆因笔者对其母公司近期之增持动作相当感兴趣。踏入12月後,恒大集团(03333.HK)几乎每日也「出手」,最新持股量亦已达到74.51%。大股东增持在绝大多数情况下皆被视为正面,因此举反映股东对公司之信心,简单一个概念,就是「抵」!而在连番增持下,近期亦见开始有颇多内地文章「唱好」,有部分更指增持「将成为恒大汽车估值回归的重要催化剂」!只是如果单纯一个举动便意味估值回归,那未必过於儿戏吧!

当然,增持之真正用意外界难以得知,笔者看法则较为审慎,毕竟恒大集团本身持股量已不低,手头现金不少惟负债亦相当沉重;若从每日成交量作分析,则会发现增持股数占当日成交比例原来不低,大致维持三成至六成水平,依此看似乎增持颇有「托价」之意。巧合的是,现时距离恒大汽车上次配股之日子刚够90日,恒大汽车短期内会否跟随其他美国上市同业「抽水」,值得大家留意。

(笔者为证监会持牌人,并未持有相关股份)~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account