《大行報告》摩通薦港股四大投資主題 推介友邦、匯控、領展及國泰等
摩根大通發表港股策略報告,指在四大主題中尋找股份,當中包括增長、通關、息口敏感、派息,薦10隻股份,均予「增持」投資評級。
該行表示增長主題下,推介創科實業(00669.HK),予目標價192元;在通關主題下,推介國泰航空(00293.HK),予目標價8.8元、怡和(JARD.SI)及置地(HKLD.SI)。
摩通表示在息口敏感的投資主題下,推介友邦保險(01299.HK),予目標價127元、匯豐控股(00005.HK),予目標價52元、恆生銀行(00011.HK),予目標價172元。
在派息的投資主題下,摩通推介中電控股(00002.HK),予目標價90元、香港電訊(06823.HK),予目標價13元、領展(00823.HK),予目標價87元。
該行指,MSCI香港今年表現穩健,相信目前估值並未反映完全與指數掛鉤,但認為是一個可以趁低入手一些合理估值股份。
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