瑞銀:維持恆指今年底目標27,000點 料港銀及高息股跑贏
瑞銀髮研報表示,美聯儲局貨幣政策態度轉鷹派,指香港股市今年1月仍能保持堅挺,MSCI香港和恆指年初至今均上漲1-2%,跑贏MSCI世界指數。年初至今,香港銀行、澳門賭股、龍頭企業等表現優於大市。該行認為,恆指評級下調的潛在空間有限,指美聯儲局的緊縮政策或影響流動性,但港股估值已很大程度上已反映相關影響。該行預期,MSCI香港在2022年2023年預測,估計每股盈利增長約11%至13%,較最新的市場預期低,但仍高於歷史的趨勢線。
瑞銀預期,若香港與內地通關、內地政策寬鬆,相信港股有盈利上調空間。在加息週期和實際收益率上升下,看好香港銀行及高息股,亦看好受重新開關的得益者,維持對MSCI香港指數今年年底目標12,400點,恆指今年年底目標27,000點,意味2022年回報率為8%至13%。
該行同時列出其喜愛股份名單,包括友邦(1299.HK)、恆生銀行(0011.HK)、中銀香港(2388.HK)、長和(0001.HK)、銀娛(0027.HK) 、金沙中國(1928.HK)、領展(0823.HK)。
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