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植耀輝: 港股反彈欠實質支持 友邦(01299.HK)候75元再作考慮
阿思達克 09-20 11:39

耀才證券研究部總監植耀輝稱,港股方面,昨日(19日)走勢持續偏弱,並曾跌破26,400點水平。大市下跌某程度上是與財政司司長陳茂波表示,香港第三季GDP或會出現負增長之故。雖然投資者對本地經濟表現已心中有數,但消息始終對投資信心有一定影響,加上上周大市在未有太大實質消息支持下上揚,亦令回吐壓力上升。筆者維持早前看法,亦即預期大市將下試26,000點水平。在該水平料會出現技術反彈,但若本地因素未見改善,後市進一步試底機會仍相當高。

股份方面,昨日友邦(01299.HK)成為跌市元凶,下跌超過3%,單一隻股份拖累恆指下跌81點。其餘兩隻本地銀行股恆生(00011.HK)及中銀香港(02388.HK)分別下跌2.4%及1.6%。金融股對經濟狀況相當敏感,故一旦經濟前景不明,恐怕股價難有好表現。至於友邦,某程度上大眾最關注是內地居民來港投保意欲大減,對香港新業務價值會有較大不利影響;當然內地新兩增兩個營運點亦屬有利,只是香港業務一直提供穩定表現,亦難免會拖累今年業績情況,故股價回吐亦屬正常;筆者預期75元以下會有較大支持,不妨待其回落至該水平再作部署。

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