郭思治: 後市支持已退守至50天線(23,931點) 中燃(00384.HK)估值偏低具投資價值
香港股票分析師協會副主席郭思治稱,大市承接上週五(18日)之跌勢,昨日(21日)再進一步回落,恆指早市先低開218點至24,109點,其後曾略爲後抽至24,231點,但在買盤薄弱下,大市不但未能進一步推升,其後更在零碎沽壓主導下再進一步回落,恆指更於午後曾一度急跌329點至23,988點,惟幸低位沽壓漸消,而維穩買盤又再滲着涌現,故整個大市才得以喘定並作技術性之後抽,恆指最後報收24,170點,較上日跌157點,全日總成交金額爲1,437億元,從走勢上看,經昨天之一跌,本月大市之形態現已扭轉成先高而後低,恆指暫是由10日之高位25,050點跌至21日之低位23,998點,即月內之波幅已擴闊至1,052點,另外,大市亦稍回補本月4日之上升裂口,但仍有一段介乎23,975點至23,988點仍未被回補(闊23點)。
中國燃氣(00384.HK)去年不幸發生了兩宗爆炸事件,集團馬上把舊管道更新,並加強宣傳及管理燃氣安全,務求以後不再有同類意外發生,由於市場對燃氣的需求強勁,加上有國策扶持,故集團未來之盈利該會進一步增強。另外,集團近年新增屬下的「一品慧科技生活有限公司」,電商服務,售賣生活用品及食品,估計數年內可達年銷千億元,集團目前正計劃把相關業務分拆上市,中國燃氣目前之市盈率僅6倍,而息率則有達4釐,相對同業而言,估值確明顯偏低,並正因如此,集團月來已多次在市場進行回購,足見現價已具備一定中線投資的價值。
(筆者爲證監會持牌人)~
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