植耀輝: 棄港股吸A股成新常態
耀才證券研究部總監植耀輝稱,踏入9月份,港股弱勢仍未見改善。相比之下,A股近期走勢更佳,畢竟內地投資氣氛有所改善,特別是海外投資者持續吸納內地白馬股;反觀港股,與本地相關之概念股份走勢疲弱,同時受中美貿易談判消息拖累。「棄港股而吸A股」似乎成為了近期其中一個明顯狀況。筆者相信,港股短期頹勢難以扭轉,亦對後市看法持續審慎。因此預期回落至25,000點的機會仍相當高,亦重申現水平值博率不高,部署上仍以逢反彈減持。
股份方面,兗州煤業(01171.HK)股價昨日(2日)急升,主要是受派發特別息一元人民幣消息支持。對上一次兗煤派發特別息該要數到98年。無疑今次派息相當吸引,除了派息比率高達85%外,預期息率(單計中期)已超過13厘!不過,煤炭行業基本面仍不明朗,雖然預期煤價未來一至兩個月出現反彈,然而預期煤價持續大升機會不高,故不建議現階段追入。
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