植耀辉: 气氛续利好 港股後市有望再作突破
耀才证券研究部总监植耀辉称，踏入牛年，先恭祝各位读者牛年龙精虎猛，身体健康。牛年首个交易日(16日)港股表现不俗，在外围政经局势皆没有太多变数的情况下，港股牛气冲天，并一度逼近30,800点水平，成交量更达2,200亿元，在欠缺「北水」下仍能有此表现实在有惊喜。当然，後市关键仍是A股复市後之表现以及北水重启後之部署。现时大众对港股之看法仍正面，虽然疫情对经济冲击仍明显，不过在环球资金泛滥以及北水积极吸纳大蓝筹下，预期恒指将有力继续作出突破矣。
另外每逢新年，笔者亦会向大家推介心水股份，今年亦不例外，不过亦要先跟大家回顾去年推介表现。去年推介股份分别是新意网(01686.HK)及湾区发展(00737.HK)，论表现可说差天共地。新意网股价自当日推介至今累升近五成，湾区发展表现则是惨不忍睹，因疫情对其基建及收费公路业务带来重大冲击。不过由於去年3月港股急挫，该两者股份亦有先设下止蚀位，结果「埋单」计，新意网跌一成，而湾区发展则只跌8%。
至於今年推介，笔者仍不倾向主流股，而继续选择部分值得作中长线持有之股份。不得不承认的是，不少个股於今年首两个月累积升幅已超过一倍，表现相当惊人，但该类股份波动性甚高，笔者亦不建议高追，故挑选一些仍值得大家留意之股份。
其一是国际家居零售(01373.HK)。该股为疫情间其中一只受惠股，主打品牌「日本城」发展稳健，通过产品多样化，以「123by ELLA」及「多来买」等品牌推动收入增长，并积极拓阔产品组合。而集团最大卖点在於过去业绩相当稳定，加上派息吸引，现价计息率仍达8厘，可视为中长线投资之选。可考虑於2.5元附近买入并持有，年内目标价3元，暂以2.2元作止蚀。
至於另一只则与汽车产业相关。敏实集团(00425.HK)主要从事设计、制造及销售汽车内饰件。疫情影响集团去年业务发展，惟欧洲业务自去年10月已接近完全恢复，今年业绩有望反弹，同时电池盒业务将成未来发展一大重点，预期相关收入在今明两年将大幅增加，成为增长一大动力。建议可待36至37元水平可考虑吸纳，首站目标为前高位45元水平，以32元作止蚀。
当然，笔者早前提到之友邦(01299.HK)、港交所(00388.HK)及爱股腾讯(00700.HK)仍是长线持货之选，笔者日後亦会再跟大家跟进相关股份之最新部署。
(笔者为证监会持牌人，持有港交所、腾讯及友邦股份)
****************************
恒指调整後有望再创高位
耀才证券研究部团队称，隔晚(16日)美股三大指数盘中再破顶，收市个别发展。市场气氛继续乐观，憧憬纾困方案以及疫苗进展，拜登提出可望超额完成百日内为美国人接种一亿剂新冠疫苗的目标同时经济数据造好，2月纽约州制造业指数由1月的3.5攀至12.1胜预期，道指盘中高见31,608点，收市升64点。标指高见3,950点後轻微收跌，纳指高见14,175点後收跌0.34%。市场风险胃纳继续增加，10年期美国国库券孳息率盘中触及1.3%，有利金融股表现。港股ADR预示恒指将先行回吐近百点，关注新经济股能否於明日A股复市後先行走强，京东(09618.HK)计画分拆京东物流在香港上市，交易完成後京东仍将持有京东物流多数股权。
恒指假後有望再创52周新高，恒指如能於短期後市突破2019年高位30,280点阻力并企稳於上，形态将有利整个中期後市表现，而後市目标将可大幅上移至32,000点关口。不过，恒指於2月份内已累积不少升幅，恒指几乎是由头升到尾，本月低位为28,382点，指数於月内已累积超过2,000点以上升幅，故投资者在续看好之余，亦要留意指数随时可能出现2月下旬的调整格局。
(笔者为证监会持牌人)~
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.
