植耀輝: 時代天使(06699.HK)本身估值不便宜 急升後更不值搏
耀才證券研究部總監植耀輝稱,美國聯儲局議息後維持息率不變,並維持1,200億美元買債規模,但點陣圖預視2023年將開始加息,三大指數均見回落,當中道指收報34,033點,下跌265點或0.77%,標普500指數收報4,223點,跌22點或0.54%。納斯達克綜合指數收報14,039點,跌33點或0.24%。另外,聯儲局將2021年PCE預期從2.4%上調至3.4%,核心PCE則從2.2%上調至3%;2022年PCE則由預期之2%上調至2.1%。至於今年GDP則預期由6.5%上調至7%。
至於港股連續第二個交易日下跌,大市稍稍低開後雖一度倒升,但在A股走勢轉差,同時個別權重股如美團(03690.HK)及阿裏(09988.HK)走勢疲弱,加上個別板塊跌勢亦見加劇,令恆指一度低見28,403點,最終收報28,436點,下跌201點。全日成交1,383億元。
值得留意的是A股表現,特別是昨日港股午市後走勢轉差,或多或少是受A股拖累,而北水淨流出亦對投資氣氛有一定影響。如短期A股續見調整,恆指或有機會考驗28,200點,亦即上月下旬之低位。一旦失守該水平,則港股或會進一步下試27,700-28,000點,亦即14/5之低位。
股份方面,則不可不提時代天使(06699.HK)。昨日收報401元,較招股價大升1.3倍,每手賺45,600元。股價大升某程度上反映其業務獨特性,但更大因素在於街貨不多,令股價變得相當「好炒」。當然,有大行預期內地牙齒矯視發展未來將有可觀增幅,部分更預期未來10年行業增長以倍數計,只是時代天使本身估值已不便宜,在急升後變得更不值搏,反而由於升幅已鉅,建議仍持貨者可考慮先行沽貨獲利。
筆者並未持有相關股份~
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