You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝:觀望內地經濟數據 港股難有突破
阿思達克 09-04 09:58
耀才證券研究部總監植耀輝稱,港股上週四(31日)在8月最後一個交易日走勢偏軟,恆指收市跌100點或0.55%。上週初受A股下調印花稅及推出一系列針對內房措施之消息刺激而一度重上18,700點,不過企業業績缺乏驚喜,投資者則靜待更多具針對性措施出臺,最終8月份恆指仍累跌近1,700點或8.5%,科指亦跌8.1%。在觀望氣氛持續,加上投資者續關注內地經濟數據表現,相信港股短期仍難有突破,並續於18,000至18,700點水平上落。 股份則跟進筆者收息愛股中遠國際(00517.HK)。該公司已於早前發佈中期業績,股東應佔溢利增加1倍至3.36億元,每股派息22.5港仙,維持接近100%派息比率。以昨日收市價計,預測息率已達6.8釐。假設下半年盈利表現與上半年相若,以及派息比率不變,意味息率屆時將高於13釐。中遠國際最大賣點仍是持有高達60億港元淨現金。上半年其財務收益(主要爲銀行存款利息)便較去年按年增加442%至1.2億元,現金回報率由去年0.73%急升至4.01%。由於美息將會於高位維持一段時間,下半年相關利息收入可能更「和味」。 另外,其與挪威佐敦集團共同控制之中遠佐敦亦有驚喜,溢利貢獻增加1.7倍,今年6月底中遠佐敦亦與新時代造船有限公司簽訂集裝箱新造船項目,並會於2025年及2026年交付,爲未來業績帶來一定支持。 不過最大賣點仍是在可見一段時間內,中遠國際息率將相當吸引,所以筆者持貨之同時,亦會伺機繼續吸納,並作爲投資組合內收息股之首選。 (筆者爲證監會持牌人,持有中遠國際股份) ********** 港股維持爭持格局 恆指料18,500點上落 耀才研究部稱,美股上週五(1日)個別發展,雖然非農新增職位勝預期,但失業率則高於預期,道指升115點,標普及納指則變化不大。今日(4日)爲美國勞動節假期休市。至於反映中概股表現之金龍指數則升超過3%。 港股方面,恆指上週四(8月31日)高開低走,最高曾升至18,667點,惟未能企穩之餘,A股走勢轉弱亦拖累港股表現,恆指最終收報18,382點,下趺100點或0.55%,科指亦跌0.4%。全日成交則急增至1,365.4億元。總結8月表現,恆指累跌近1,700點或8.5%,科指跌幅則達到8.1%。A股8月表現亦差,當中上綜指累跌5.2%,深成指則累跌6.9%。本月大市能否有好表現,須視乎內地經濟數據是否有改善以及更多政策憧憬,預期恆指暫繼續維持爭持格局不變,於18,500點水平上落。 從技術走勢分析,恆指「兩連陰」,20天線(18,535點)阻力亦相當明顯,意味恆指一日未能企穩該水平,走勢仍偏淡,下方支持繼續先看10天線亦即18,085點水平。 (筆者爲證監會持牌人)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account