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.
中金:料北水提升消费板块估值 升农夫山泉、颐海国际目标价
格隆汇 01-25 13:21

中金发表报告表示,南下资金持续加仓港股优质资产,有望提升整体港股消费板块市盈率水平,分别上调农夫山泉(9633.HK)目标价42%至59港元,及颐海国际(1579.HK)目标价18.7%至136.5港元。

中金指,自去年12月至今年1月22日,中金港股必选消费板块港股通净流入资金规模达约150亿元;由于A股必选消费板块估值显著高于港股,A股较H股溢价率达63%,而港股必选消费板块整体估值偏低、优质资产具备稀缺性,以及今年多数缺乏关注度的公司基本面有望迎来改善。

该行续指,南下投资者普遍偏好投资高增长性的优质龙头,尽管港股通持股比例较高的个股,估值也高于板块平均估值水平,惟公司基本面仍是主导因素,而南下资金的定价权亦较为明显。该行又指,其他值得关注的消费股包括青岛啤酒(0168.HK)、华润啤酒(0291.HK)、百威亚太(1876.HK)、中国飞鹤(6186.HK)、周黑鸭(1458.HK)、康师傅控股(0322.HK)、中国食品(0506.HK)、H&H(1112.HK)及万洲国际(0288.HK)。

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