恆指收復逾300點大部分失地 獲花旗維持看好九倉置業(01997.HK)續漲逾4%
恆指於長週末假後前夕及第三季最後一個交易天扭轉三連升,今天在信義玻璃(00868.HK)及阿裏巴巴(09988.HK)再度下挫曾低見22.4元與141元分別創逾半年低與上市新低,以及新經濟與金融股回吐拖累,曾回吐316點低見24,346獲承接,午後幾乎收復所有失地,高見24,660,現報24,643,僅回吐20點,成交額746億元。
國家出入境管理局決定下月11日起在廣東省試行恢復內地居民辦理赴港商務簽註,花旗認爲九倉置業(01997.HK)或可受惠,該股連升第四天,今天升破50天線(39.81元),最高見40.85元(四天最多累漲逾一成),現報40.65元,續升4.2%,爲最強藍籌,成交增至385萬股,涉資1.55億元。
國家出入境管理局決定,下月11日起在廣東省試行恢復內地居民辦理赴港商務簽註,省內企業機構工作人員及個體工商戶經營者前往香港從事商務活動,可向廣東省公安機關出入境管理部門申請辦理赴港商務簽註,而持商務簽註人員應通過來港易計劃前往香港。不過,疫情中、高風險地區,以及申請前14天內曾在疫情中與高風險地區旅居人員除外。相關負責人表示,下一步將根據疫情形勢變化,調整出入境管理政策措施,推動有序恢復內地與香港人員正常往來。
花旗認爲九倉置業或將受惠於中港邊境重開的更多舉措,該行指雖然廣東省商務部指仍需在回程時隔離14天,但將其視之爲重開邊境第一步,因爲香港疫情形勢保持穩定,預期內地與香港整體旅遊限制將會逐步放寬,故重申九倉置業「買入」評級及目標價49.3元。
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