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植耀輝: 港股28,000阻力大 聖誕股看好偉易達(00303.HK)
阿思達克 12-18 10:49

耀才證券研究部總監植耀輝稱,自踏入12月,恆指持續反彈,並迫近28,000點水平。當中騰訊(00700.HK)功勞可謂不少,皆因其股價自12月初至今累升近一成二,昨日亦一度急升至373元。當然,市場氣氛改善,加上股價大落後成為股價反彈之主要因素,不過平心而論,始終現時之騰訊業務發展上缺乏賣點,因此股價要衝破7月高位377元附近,單靠氣氛改善實在有相當難度,且看未來隨著5G發展,會否為集團帶來更多發展機遇。

至於港股短期表現如此強勁,筆者直言亦感到意外,雖則早前曾指港股具追落後概念,但中美貿易首階段協議其實仍存在相當變數,所以筆者對後市依然存有戒心,相信在28,000點之上阻力會相當大。

另外,踏入12月,不少大行均會就來年大市展望進行估算,部分亦會作出推介;以往不時會有聖誕禮物股之說,過去最多人掛在口邊的肯定是「聖誕鐘,買匯豐(00005.HK)」,但匯控投資前景已今非昔比,近年亦鮮有人提及矣!相反,資深投資者David Webb數年前皆會派「聖誕禮物股」,其實今年亦有一隻美亨實業(01897.HK)(不過嚴格來說亦不算是,皆因是剛巧其增持至5%需要披露而已!股價週一亦因此而爆升近12%)。不過David Webb一向信奉價值投資,其投資策略亦以中長線為主(根據報導指其平均持股時間約五年),所以跟進與否亦要視乎閣下本身之投資態度。

筆者亦有打算跟大家分享一隻名副其實的禮物股,就是偉易達(00303.HK)。該公司截至9月底止上半年業績表現理想,收入及股東應佔溢利增加12%及31%,雖然下半年增幅或有所放慢,但在預期推出新電子學習產品下,預期增長勢頭仍可持續;另外,為避免受到關稅影響,集團已將受影響之承包生產轉移至馬來西亞。加上過去筆者亦指該公司擁有良好管治水平,以及仍有高達6.7厘股息率,未來股價前景仍值得看好,建議75元附近可吸,一年目標可看90元以上。

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