《大行報告》匯豐研究推薦15隻明年盈利增長跑贏大市港股
阿思達克 10-06 10:05
匯豐環球研究發表報告指，市況較預期有更大挑戰，在業績期後，市場已大致調整增長預測，現時是適當時候展望2024年盈利，全面審視企業在沒有疫情影響下的表現。該行以恆生綜合指數評析中國離岸市場，因為涵蓋股份較恆指多，估計今年盈利增長9.2%，明年改善至11.6%，但仍然跑輸整體亞洲市場(估計盈利增長為21%)，主導明年盈利增長的行業為金融、非必需消費品及通訊服務，五隻主要貢獻股份為騰訊(00700.HK)、阿里巴巴-SW(09988.HK)、農行(01288.HK)、中國平安(02318.HK)、工行(01398.HK)。
該行認為，疫情影響消除後，必需消費品、非必需消費品及通訊服務業，收入增長幅度將會回復至接近2019年水平，但房地產、原材料及公用股仍然受壓。能源行業增長受阻，因為去年能源價格對比基數高。健康護理行業在疫情後，增長回歸正常水平。除房地產外，估計所有行業明年收入都有改善。
匯豐推薦15隻明年盈利增長跑贏大市的港股，篩選標準是市場同業料企業明年盈利增長超過21%，即超出亞洲平均水平﹔過去兩個月獲市場上調盈利預測﹔市值高於20億美元﹔三個月日均成交超過500萬美元。15隻股份為快手-W(01024.HK)、比亞迪(1211.HK)、理想汽車(LI.US)、阿里巴巴(BABA.US)、美團-W(03690.HK)、銀河娛樂(00027.HK)、百勝中國(YUMC.US)、同程旅行(00780.HK)、永利澳門(01128.HK)、海吉亞醫療(06078.HK)、中國重汽(03808.HK)、中國國航(00753.HK)、洛陽鉬業(03993.HK)、中海物業(02669.HK)、中國電力(02380.HK)。
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