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.
《大行報告》瑞銀:MSCI香港指數明年底目標12,300
阿思達克 12-18 09:47
瑞銀發表研究報告,將MSCI香港指數明年目標底定於12,300點,相等於4%的升幅,以及3.5股息率預期,當中包括計入2021及22年盈利增長33%及15%預期,以及2022年預測市盈率14.9倍,符合十年平均水平。於16.4倍預測市盈率,較長期平均值高0.7個標準差,相信盈利復甦已大致反映於現價。明年的機會主要來自股份恢復派息,以及疫情後業務正常化。

該行指,預期MSCI香港盈利將於明年復甦,各行業將受惠目前的防疫措施放寬,香港政府預期可於首季購入200萬劑疫苗。該行相信零售收租、運輸以及賭業相關股可受惠。

該行又指,今年收息股跑輸,雖然受疫情影響,但各企業資產負債表仍然穩健,看好明年高息股。

該行推介股份包括九龍倉置業(01997.HK),目標價43.3元;新世界(00017.HK),目標價43元;新地(00016.HK),目標價124元;領展(00823.HK),目標價82元;港鐵(00066.HK),目標價48.3元;友邦(01299.HK),目標價105元;金沙(01928.HK),目標價38.3元;煤氣(00003.HK),目標價14.4元。

另外不看好恆生銀行(00011.HK),目標價110元;東亞(00023.HK),目標價12.8元;太古地產(01972.HK),目標價20.5元。

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