植耀輝: 新業務價值恢復增長 友邦(01299.HK)可續持有
耀才證券研究部總監植耀輝稱，美股隔晚(11日)繼續有好表現，隨著10年期債息一度回落至1.5厘水平，科技股繼續見反彈，納指再急升2.52%，收報13,398點，道指及標普500指數亦分別上升0.58%及1.04%。
港股方面，受A股反彈，加上北水恢復淨流入，在科技股支持下恆指重上29,000點水平，並一度高見29,400點之上，收市計則升近480點，收報29,385點，成交額亦有所增加至2,152億元。港股調整是否已告一段落仍有待觀察，但如A股能維持反彈勢頭，以及北水維持淨買入的話，恆指或有望挑戰29,800點水平。不過始終近期日均波幅相當驚人，而且後市變數仍多，所以暫亦不宜過於進取。
股份方面，科技股普遍見反彈，當中騰訊(00700.HK)上升3.3%，同時見北水再次出現淨流入情況，後市看法仍較樂觀，故可繼續持有；惟阿里巴巴(09988.HK)昨日逆市下跌，反映走勢依然偏弱，故大型科技股中還是以騰訊作為選擇會較好。
另外，友邦(01299.HK)亦於今早公布業績，受疫情拖累，友邦去年新業務價值倒退33%，而今年首兩個月新業務價值已恢復15%增長，當中內地業務去年新業務價值倒退17%，不過集團亦表示，首兩個月的新業務價值與2020年同期比較，錄得非常強勁的增長。另外業績內亦提及四川籌建新分公司已接近完成階段，筆者預期今年內地新業務價值應可有不俗表現。建議繼續持有，並維持早前之中期目標價120元不變。
(筆者為證監會持牌人，持有騰訊及友邦股份)
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美股續破頂 恆指需重返29,738才算轉勢
耀才研究部稱，隔晚(11日)美股全線向上，道指連續第二日創收市新高，標指同樣創收市新高，納指最多抽升2.8%。繼上周非農就業數據勝預期後，美國首次申領失業救濟人數減少4.2萬，報71.2萬，是去年11月以來最低水平同樣勝預期，加上美國總統拜登正式將總值1萬9千億美元的抗疫紓困法案簽署成為法例，亦會令所有成年國民5月1日前獲分發疫苗，刺激大市氣氛。美國10年期債息維持於1.5厘水平上落。友邦(01299.HK) 公布去年業績，純利按年倒退3.3%至57.79億美元，高位市場預測中位數53.65億美元。新業務價值按年倒退33%至27.65億美元，低於預測中位數28.28億美元。
恆指昨日成功重返50天線以上，但未算有大成交配合，從小時圖上看，恆指仍處於浪低於浪之格局，假若指數未能重返20天線水平29,738點即保力加通道中軸以上，後市走勢仍未能太過樂觀。
(筆者為證監會持牌人)~
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