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《即日市評》恆指受制兩萬九關 玻璃股及中電信揚
受科網股支撐下,恆指今日反覆造好,但於兩萬九關前有阻力。美聯儲局主席鮑威爾放「鴿」後,美國股市昨晚個別發展,納斯達克指數升0.13%,但道指跌0.2%;執筆之時美國十年期國債孳息率升至1.5釐,美匯指數處91.77;美股道指期貨最新升152點或0.45%,納指期貨最新升0.57%。上證綜指全日近平(微升0.4點)收報3,566點、深證成指跌59點或0.4%。滬深兩市成交額共1.01萬億人民幣。

恆指今早高開48點後,曾升176點一度高見28,993點,於兩萬九關遇阻力,其後受A股拖累一度倒跌,午後窄幅上落,最終全日升65點或0.2%,收報28,882點;國指升3點或0.03%,報10,677點;恆生科技指數全日升19點或0.24%,報8,039點。大市全日成交總額1,339.56億元。滬、深港通南下交易全日分別錄得淨流入9.61億元及19.86億元人民幣。中國恆大(03333.HK)中午指已安排自有資金136億元匯入債券還款帳戶,全日股價收升4.2%。

通脹掛鉤債券iBond(04246.HK)首日掛牌,收報103.2元,較發售價100元,高3.2%,不計手續費,每手賬面賺320元。

【恆指反覆升 玻璃股造高】

國家能源局啓動整縣屋頂分佈式光伏開發試點,光伏玻璃股造好,信義光能(00968.HK)及福萊特(06865.HK)股價分別升3.4%及4.8%。匯豐環球研究近日發表報告表示,光伏玻璃價格自今年2月起累跌45%,而價格於5至6月份有穩定趨勢,傳統3.2mm產品價格爲每平方米22至23元人民幣,2.0mm薄玻璃爲每平方米18至19元人民幣,信義光能(00968.HK) 管理層亦相信光伏玻璃再下跌的空間有限。

匯豐環球研究指,信義光能面對原材料成本上漲壓力,但公司成本效益料有助抵銷部分壓力。該行認爲,光伏玻璃市場需求仍強勁,故將信義光能目標價由15元上調至18.2元,以反映利好的政策環境及宏觀經濟預期,維持其「買入」評級。

【市寬呈改善 中電信搶升】

港股今日市寬改善,主板股票的升跌比率爲21比20(上日16爲比25);恆指成份股今日22只股份上升,下跌股份26只,升跌比率爲38比45(上日爲24比74);大市今日錄沽空153.08億元,佔可沽空股份成交1,093.35億元的14%(上日14.34%)。

中資電訊股走個別,中移動(00941.HK)跌0.4%收48.3元,中電信(00728.HK)股價抽上6.7%收2.72元。摩根士丹利發表研究報告,預期中電信2020年至2024年派息年複合增長率可達20%以上,今年股息率估計亦可錄7%以上,主因盈利增長,與派息比率改善所致。管理層確保股東回報,令其估值吸引,列爲行業首選,目標價由3.5元升至3.8元,評級「增持」,該行指,公司目前派息政策爲歷史最佳。

摩根大通發表報告,引述中電信管理層指引2021至2025年間收入及盈利加快增長,料工業數碼化收入期內增長加快至30%。中電信正探索5G 2B應用場景,預期移動ARPU持續復甦,受惠5G服務進一步滲透;其A股上市最快8月完成,當中50%新股將配發予戰略投資者。(wl/u)

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