《大行報告》匯豐研究:關注優質收息股 篩選11隻派息穩定並具增長前景股份
匯豐研究發表研究報告指出,中國經濟復甦不平衡及債券孳息率下跌,該行關注優質股息股,認為市場對於中國經濟基礎復甦愈來愈憂慮,投資者信心依然低迷,而美國聯儲局暗示不再加息,這些都利好收息股。
在港股中,該行發現本港地產、內地金融、博彩及綜合企業板塊在債息波動時表現相對較好,而債息下降時,醫療保健和資訊科技股跑贏,至於能源及本港金融股則跑輸。公用股提供良好的股息率,受惠於低債息環境。
此外,該行指在恆生綜合指數中,約59%的公司料今年股息將有所增長,當中以金融和公用股佔比最高,而房地產及能源股佔比最低。這種整體正面的股息基調與國企改革主題互相呼應,推動更高質量的增長和更高的股本回報率。
該行篩選11隻派息穩定並具增長前景股份,包括:
股份|評級|目標價(港元)
電訊盈科(00008.HK)|買入|4.5元
香港電訊-S(06823.HK)|買入|13.2元
建行(00939.HK)|買入|6.8元
工行(01398.HK)|買入|5.2元
郵儲銀行(01658.HK)|持有|4.65元
新創建(00659.HK)|買入|8.9元
嘉里建設(00683.HK)|買入|24.4元
綠城中國(03900.HK)|買入|16元
恆基地產(00012.HK)|持有|28.5元
粵海投資(00270.HK)|買入|9.4元
信義能源(03868.HK)|買入3.4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.