大行評級 | 星展:料恆指明年目標28500點,建議增持物管股及內房股
格隆匯12月13日丨星展銀行(香港)經濟研究部香港及中國內地股票策略師林子津表示,港股基本面穩健且現時估值便宜,憧憬內地政府將出手穩定房地產行業信心及爲房企提供流動性,從而刺激整體市場顯著反彈,預料恆生指數明年目標爲28500點,PE爲11.9。
在內房風險方面,預料中央可能在未來數個月內出臺刺激措施,以明確表態支持房地產市場穩步發展及爲房企提供流動性,建議投資者可增持內地物管股以及財政穩健、有購地能力的內房股。並預期中概股未來不會大規模退市,但中國企業到美國上市的吸引力明顯大減,料有意到境外募資的公司會轉赴香港上市。林子津又強調,遊戲審批、信息保護等對新經濟股而言並非新鮮事,認爲阿裏巴巴、騰訊等新經濟股股價已見底。
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