星展香港:港交所(00388.HK)股價對ADR退市反應不大
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,滴滴(DIDI.US)據報遭中國監管部門要求從美國退市,中國證監會主動平息類似退市波及其他境外上市中國公司的猜測,預計明年不會出現同類的退市潮。他認爲,中國公司在美國上市的ADR退市速度不會特別急,退市情況有利港交所(00388.HK),不過對港交所股價影響最大的是其日均成交額,但最近半年的成交額一般,股價對類似ADR退市的消息反應不大,相關因素已經在阿裏巴巴(09988.HK)到港上市時反映。
星展香港對恆指12個月目標28,500點,林子津說,相信內地政府改善房地產流動性這類政策,會提振整個港股市場,恆指今年在主要指數中表現最差,但不代表明年一定跑贏全球股市。他認爲,內房股最差時間已過,政府利好政策能刺激股價,建議買規模大、財政穩健、今年下半年能夠買地的內房公司,對該板塊給予「增持」評級。該行看好碧桂園(02007.HK)、碧桂園服務(06098.HK)。
該行預測中國明年經濟增長5.3%,明年人民幣看6.65元兌一美元,預料明年美國聯儲局加息兩次。
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