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《大行報告》匯豐研究:中銀香港(02388.HK)、金沙中國(01928.HK)、九倉置業(01997.HK)、希慎(00014.HK)、和電(00215.HK)及數碼通(00315.HK)等受惠通關
匯豐研究發表研究報告指出,本港與內地通關進度早過預期,相信本港放寬防疫措施,將改善經濟及商業前景。雖然對本港市場而言可能是個好兆頭,但鑑於旅行限制已於去年下半年起逐步放寬,為市場帶來的驚喜不大,但有望提高本地股份的盈利增長能見度,以及業務復常。 不過,該行認為儘管企業盈利復甦之路可見,但可能需時。短期內,高息環境及貿易疲弱或影響部分公司的盈利能力,而旅遊業不會迅速恢復至疫情前水平。然而,零售及酒店相關板塊因旅遊消費回歸,應仍處於上升周期。航空公司方面,客運及貨運能力均可實現復甦。銀行業方面,商業活動的增加可能預示著貸款需求較高。至於電訊公司方面,或可從漫遊中獲得更高的盈利能力。 該行相信,中銀香港(02388.HK)、金沙中國(01928.HK)、九倉置業(01997.HK)、希慎(00014.HK)、和電(00215.HK)及數碼通(00315.HK)等股份可受惠通關(見另表)。
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