《大行報告》瑞銀對港股審慎樂觀 看好港銀及高息股份等
瑞銀近日發表本港市場策略報告表示,約94%的MSCI香港指數成份股公布去年業績,總體去年純利及收入按年各升16%及11%,基於新冠疫情令宏觀經濟增長放緩,該行料MSCI香港指數成份股2022年至2023年每股盈增長介乎8%至11%,將低於市場預期增長15%至16%水平。
該行指,券商同業於3月已下調MSCI香港指數成份股2022年至2023年每股盈利預測3至4%,料短期趨勢持續,主要來自澳門博彩、金融及電訊行業。
瑞銀表示,MSCI香港指數目前估值相當於預測未來市盈率14.8倍,低於歷史均值0.4個標準差,但料市場再明顯下調預測空間有限,估計盈利增長將成為指數主要驅動力,該行對MSCI香港指數謹慎樂觀態度,仍看好香港銀行、高息股票和本港重新通關後的受益者,但最不喜歡本港房地產板塊。
該行列出其港股喜愛股份名單,包括友邦(01299.HK)、恆生銀行(00011.HK)、中銀香港(02388.HK)、長和(00001.HK)、銀河娛樂(00027.HK)、金沙中國(01928.HK)、電訊盈科(00008.HK)、香港科技探索(01137.HK)。
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