植耀輝:港股暫難有突破港鐵(00066.HK)盈警借勢回調
耀才證券研究部總監植耀輝稱,上日(18日)港股繼續無方向,全日高低波幅更只得135點。大市整體氣氛亦依然淡靜,畢竟中美貿易之間談判難一帆風順,筆者亦再三強調由於兩者最大分歧在於科技研發上,美國亦不會輕易放過華為在5G方面之發展,在雙方核心價值不一致下,要達成共識亦相當有難度,亦因如此,大市暫亦難有進一步上升之可能。
亦可談談個別板塊表現。豬肉股繼續受惠內地豬肉價格上升憧憬而造好,雨潤食品(01068.HK)更急升35%。論股價表現,雨潤食品股價屬大落後,然而該公司基本面欠佳,急升似乎純炒作居多,亦未有太多基本因素支持;至於其他肉類股,有基本因素支持及產業範疇多元化,如萬洲(00288.HK)及中糧肉食(01610.HK)等仍可看高一線,中短線仍可留意。
另外,港鐵(00066.HK)昨日亦宣布上市至今之首次盈警,因為沙中線進行約20億港元撥備,預期對今年截至6月30日止中期業績會有影響。筆者對消息感到少許意外,但由於沙中線延期多時,有關情況某程度上亦預期之內,不過始終股價年初至今累升達38%,相信今日回調機會相當高。不過,以港鐵去年全年盈利160億元計算,相關撥備佔比不多,對公司今年業績影響相信不會太大,只是相關因素未來會否繼續對集團業績帶來影響則當需觀察,故建議暫不妨靜觀其變,候機再吸納較佳。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.