《大行報告》匯豐研究:中資股估值仍吸引 薦中國建築國際及招行等七股
匯豐研究發表研究報告指,由於市場充滿不確定因素,重點推薦了7隻不受當前市場波動的股票。該行指,市場自去年底以來表現良好,但基於近期的宏觀和地緣政治擔憂,勢頭似乎有所減弱。在過去的三個月,HSCI指數下40%公司的今年盈利預期已被市場下調,主要涉及消費必需品和工業板塊。
不過,該行強調,中資股市場仍然具吸引力,估值遠低於5年平均水平,而今年的盈利增長前景亦似乎不錯。
該行推薦招商銀行(03968.HK)、華潤啤酒(00291.HK)、華潤置地(01109.HK)、中國建築國際(03311.HK)、港交所(00388.HK)、舜宇光學(02382.HK)及百勝中國(09987.HK)(YUMC.US)。
股份 │ 評級 │ 目標價
招商銀行(03968.HK) │ 買入 │ 60.5港元
華潤啤酒(00291.HK) │ 買入 │ 77港元
華潤置地(01109.HK) │ 買入 │ 47.9港元
中國建築國際(03311.HK) │ 買入 │ 12.4港元
港交所(00388.HK) │ 買入 │ 422港元
舜宇光學(02382.HK) │ 買入 │ 126港元
百勝中國(YUMC.US) │ 買入 │ 89美元
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.