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《大行報告》大摩:內地重新開放受益者料續造好 確定21隻最直接受惠股
摩根士丹利發表研報指,內地自去年底起調整防疫政策,被壓抑的需求重新導向,社會復甦步入正軌,預期有21隻股份最能直接受惠,短期內表現繼續向好,主要涉及消費及醫療健康行業相關股份。 大摩列出21隻受惠股份包括看准(BZ.US)、安踏體育(02020.HK)、攜程集團-S(09961.HK)(TCOM.US)、百勝中國(09987.HK)(YUMC.US)、李寧(02331.HK)、中升控股(00881.HK)、新濠博亞娛樂(MLCO.US)、滔搏(06110.HK)、新秀麗(01910.HK)、福壽園(01448.HK)、五糧液(000858.SZ)、百威亞太(01876.HK)、華潤啤酒(00291.HK)、藥明康德(02359.HK)、藥明生物(02269.HK)、泰格醫藥(03347.HK)(300347.SZ)、同仁堂國藥(03613.HK)、國泰航空(00293.HK)、中銀航空租賃(02588.HK)、太古(00019.HK)及希慎(00014.HK),全予「增持」評級。 該行指出,近期陸續有多國對中國居民實施旅行限制,措施預料會持續一段較長時間,或將更多需求帶動國內市場,另外數據亦顯示,內地經濟及社會活動正在穩步回升,首季強勁復甦已步入正軌,更遠未充分發揮潛力,預期將推動更多資金流入相關受惠股份。
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