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.
匯證:社交距離措施放寬助港經濟恢復 看好大家樂等股
格隆匯 03-17 12:49

匯證發表研究報吿指,隨着近期社交距離措施放寬,香港已作好恢復的準備,又指疫苗推出將支持經濟活動正常化,但要完全回覆正常就仍需要一段時間。該行首選股票為香港醫思醫療集團(2138.HK)、大家樂集團(0341.HK)和同仁堂國藥(3613.HK),認為相關股份仍具有吸引力。

匯證表示,香港自2月17日開始逐步放寬社交距離限制,有條件允許食肆恢復堂食至晚上10時,將使大家樂、大快活集團受惠;美容院亦重新開放,對香港醫思醫療集團等傳統美容服務有利。另一方面,疫苗推出應會支持經濟活動回覆正常,但以澳門作為例子,即使當地已重新開放關口,今年1月份內地訪澳旅客仍按年下跌近80%,因此該行對中港關口重開後,訪港旅客數字相對謹慎。

該行又指,其覆蓋的5間公司在香港的收入敞口都相當可觀。不過,該行更為喜歡香港醫思醫療集團而非莎莎國際,主要是因為本地消費、集團醫療服務的彈性,以及其在內地積極擴張,應能在內地訪港旅客數字完全回覆前提出支持。

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