植耀輝: 北水續流入撐港股 內地餐飲股可看俏
耀才證券研究部總監植耀輝稱,正當上周港股連番急挫,投資者還擔心港股升勢是否已告終,過去兩個交易日港股又再發威,累積反彈近千點,北水繼續是支持大市上升之主要推動力。照現時情況,恆指要再作突破似乎亦不難,只要北水目標依然是騰訊(00700.HK)及美團(03690.HK)。不過要留意下周二(9日)起港股通將暫定7個交易日,同時外圍市況仍較複雜,一旦有何風吹草動,大市可能又會再出現較大調整,所以就正如上周提到,大家還是量力而為,以及策略上保持彈性矣!
當然,每逢年初自然有不少朋友詢問筆者今年有何投資策略,其實現階段筆者仍傾向觀望為主,但短期始終有春節假期因素,加上內地餐飲股近日走勢似乎不俗,故不妨冷敲頤海(01579.HK)。該公司去年股價一度因投資者擔心業務增速放慢而受壓,始終估值並不算低;然而旗下方便速食業務增速依然強勁,有望繼續成為集團增長亮點,同時集團與同系海底撈(06862.HK)簽訂2021年至2023年之關連交易協議,亦預示未來仍有望受惠海底撈之快速增長,在憧憬業務仍能有好表現支持下,可考慮現價買入,並以前高位約150元作中線目標。
(筆者為證監會持牌人,持有騰訊股份)~
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