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《大行報告》瑞銀:續看好重新開放受惠股 薦友邦(01299.HK)、港交所(00388.HK)、新地(00016.HK)及長建(01038.HK)等
瑞銀髮表報告指,由於大中華區於疫情中重新開放的時間表較預期快,MSCI香港指數於過去兩個月已累計反彈34%。其中,MSCI香港的港股通持股比例由10月底的0.9%,增至現時的1.2%,而港股通在過去兩個月佔交易所總成交量的33%。 該行表示,經過兩個月的快速估值重估後,MSCI香港目前估值相當於一年預測市盈率爲14倍,估值倍數合理,而企業盈利則取決於今年的市場回報。目前,瑞銀假設盈利在去年按年下降12%後,今明兩年將分別按年增長24%及8%,且香港及內地較預期爲早的重新開放或令預測上調。 瑞銀繼續看好受惠重新開放的股份,推薦友邦(01299.HK)、港交所(00388.HK)、新秀麗(01910.HK)、新地(00016.HK)、長江基建(01038.HK)、香港電訊(06823.HK)及長和(00001.HK),評級均爲「買入」,目標價另見表。
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