星展香港對恆指12個月目標28,500點 首選友邦(01299.HK)、中銀香港(02388.HK)等金融股
星展香港研究部發表2022年香港股票市場展望,對恆生指數12個月目標28,500點,十大首選股以金融股佔多,包括友邦保險(01299.HK)、中銀香港(02388.HK)、招商銀行(03968.HK)、中國平安(02318.HK)、碧桂園(02007.HK)、碧桂園服務(06098.HK)、福萊特玻璃(06865.HK)、騰訊控股(00700.HK)、阿里巴巴(09988.HK)及金風科技(02208.HK)。
星展銀行(香港)經濟研究部香港及中國內地股票策略師林子津表示,本地銀行股從疫情中恢復,並且受惠於預期美國聯儲局明年加息,內銀股也觀望人民銀行會否再下調存款準備金率,短期內或有負面影響,不過招商銀行因為有強勁的零售銀行業務而會有好表現。
林子津認為,材料股屬於週期股,即使基本面和股價走勢很好,投資者未必願意高追,另外即使航運和港口需求強,但股價未必跟隨上升。他說,過去數年市場均以基建作為防守股,但若非有合約訂單帶動,市場較六年前因國策跟隨買入基建股的情況有所減少,因此與看淡這個板塊,對鐵路和建築板塊予「減持」(underweight)評級。
林子津認為,本港疫情控制不錯,本地餐飲零售銷情不錯,租金有下調,目前缺乏遊客生意,若香港能與內地通關可以較看好,對本地和內地餐飲股同樣予「中性」評級。
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