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《大行報告》瑞信:投資者在中國科網股中冀增持美團及京東 惟對騰訊情緒偏弱
瑞信發表研究報告指,中國科技股回升後,投資者目前正專注尋找估值落後及高啤打值的股份來投資,考慮到迎來更多利好消息、純利有望見底回升,以及宏觀刺激措施帶動,較為看好阿里(BABA.US)、快手-W(01024.HK)及拼多多(PDD.US)。 該行表示,鑑於阿里巴巴現價相當於預測2023財年市盈率約12倍,估值不高,相信可吸引到一些希望增加其中國權重的全球基金,認為現時投資者較關注甚麼會觸發阿里估值重評。 而由於快手過去幾個季度利潤超出預期,增強市場信心,又指現時估值具吸引力,若2024年利潤率可穩定於20%水平,現價對應預測市盈率約14倍。瑞信又指,投資者亦有興趣收集美團-W(03690.HK)及京東(JD.US),但後兩者在很大程度上取決於估值。 對於騰訊(00700.HK),瑞信認為現時市場對大型科網股情緒相對疲軟,主因Prosus逐步減持,且短期缺乏催化劑,但仍看好用戶基礎長期變現的潛力,估計要到第四季才會出現較好的投資機會。
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