《大行報告》星展予恆指未來12個月目標24,600點 薦十隻港股首選
星展發表港股市場策略報告指,美國通脹升至1982年以來最高水平,美聯儲局3月已進行加息,料未來兩年會再加息六次,但認爲香港市場可能受到的影響將較小,雖然不確定性因素依然存在,但從歷史和相對角度來看港股估值吸引。
該行表示,對港股今年下半年回升預期審慎樂觀,維持恆指未來12個月目標24,600點,相當今年預測市盈率11.6倍,並維持對國指未來12個月目標8,160點,相當今年預測市盈率9.3倍。
星展建議「增持」再生能源板塊,並認爲中國房地產、物業管理、電子商務和互聯網等行業的估值具吸引力。而該行的港股首選股包括友邦(01299.HK)、中銀香港(02388.HK)、招行(03968.HK)、碧桂園服務(06098.HK)、龍源電力(00916.HK)、領展(00823.HK)、龍湖(00960.HK)、中國平安(02318.HK)、美團(03690.HK)及騰訊(00700.HK)。
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