《大行報告》大摩上調恆指明年底目標至兩萬五 前景審慎
摩根士丹利發表中國資本市場2022年展望報告表示,在經歷了與新興市場相比表現不佳的一年,以及重大的監管重置之後,該行仍然認為MSCI中國指數於2022年仍存在風險,盈利面對逆風、流動性持續緊張、中美非貿易局勢緊張,以及近期內房市場波動,該行指偏愛A股多於離岸中國市場。
該行對中資股維持相對審慎取態及「與大市同步」評級,料明年底上升空間有限。該行對恆指基本情境下2022年年底目標預測,由24,400點上調至25,000點,相當預測市盈率11.1倍,料明年每股盈利按年升10%。
大摩表示,對國指基本情境下2022年年底目標預測,由8,750點上調至9,000點,相當預測市盈率9.1倍,料明年每股盈利按年升11%。該行對MSCI中國指數本情境下2022年年底目標預測,由90點上調至95點,相當預測市盈率12.5倍,料明年每股盈利按年升12%。該行對滬深300指數基本情境下2022年年底目標預測,由5,100點上調至5,250點。
該行亦列出列出其中港市場焦點股名單,包括友邦(01299.HK)、帝爾激光(300776.SZ)、贛鋒鋰業(01772.HK)、長城汽車(02333.HK)、海爾智家(600690.SH)、香港電訊(06823.HK)、李寧(02331.HK)、國電南瑞(600406.SH)、奇安信(688561.SH)、南山鋁業(600219.SH)、璞泰來(603659.SH)、中穎電子(300327.SZ)、新鴻基地產(00016.HK)、藥明生物(02269.HK)及小米(01810.HK)。
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