《大行報告》匯豐研究:市場或將上調本地股盈測 列出重新開放主題下12隻精選股
匯豐研究發表報告,指隨著本港與內地全面通關及已撤銷絕大部分防疫限制,相信投資情緒有所改善,一些落後板塊或「追落後」。未來數個月市場或上調對本地公司的盈測。今年零售銷售有望加快將為催化劑。該行估算今年訪港內地旅客或恢復至疫情前三分之二的水平。過去六個月落後的板塊如公用及地產股現呈現良好投資機會,因香港正進入全面經濟復甦。
報告稱,參考澳門博彩業急劇復甦經驗,預示香港復甦步伐也可以很快,料將歸功於入境內地旅客需求。隨著經濟復甦可見度提升,該行列出重新開放主題下12隻在富時香港指數內的喜好股份如下:
股份|行業|評級|目標價(港元)
香港電訊-SS(06823.HK)|通訊|買入|13.4元
數碼通(00315.HK)|通訊|買入|6元
金沙中國(01928.HK)|耐用消費|買入|33.5元
新秀麗(01910.HK)|耐用消費|買入|30元
友邦(01299.HK)|金融|買入|100元
中銀香港(02388.HK)|金融|買入|34.2元
港交所(00388.HK)|金融|買入|430元
國泰(00293.HK)|工業|買入|9.5元
希慎(00014.HK)|地產|買入|31.5元
領展(00823.HK)|地產|買入|70元
九倉置業(01997.HK)|地產|買入|53元
長建(01038.HK)|公用|買入|58元
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