《大行報告》星展重申恆指未來12個月目標28,500點 薦騰訊、阿里及友邦等十股
星展發表報告,預料港股受困於恆大(03333.HK)債務問題、內地限電、原材料價格上漲等,不明朗因素不會在未來數個月消退,但相信負面因素已在股價上反映,目前港股估值吸引,隨著監管的憂慮被市場反映,偏好新經濟股,同時認為金融股和地產股最壞時間已過。任何支持經濟復甦的政策鬆綁都會成為市場的催化劑,維持12個月恆生指數目標28,500點。
星展預計,隨著市場對中國企業的風險胃納上升,資金繼續流入。該行推薦友邦(01299.HK)、阿里巴巴(09988.HK)、中銀香港(02388.HK)、招商銀行(03968.HK)、碧桂園(02007.HK)、碧桂園服務(06098.HK)、福萊特玻璃(06865.HK)、中國平安(02318.HK)、騰訊(00700.HK)和金風科技(02208.HK)。
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