《大行報告》大摩列出亞股「增強派息」情境主題股名單(表)
摩根士丹利發表報告表示,全球金融狀況趨於收緊,是推動高息股表現優異的關鍵市場原因。在美國實質息率趨升下,估計亞太區/新興市場具質素的派息主題股份可持續跑贏。該行透過利用定量模型以選出在資產負債表具長期韌性和業務穩定性的股份、並從自下而上的產業與股票分析師的基本面分析達成一致以選出相關股份。
該行列出亞股末季十大(Top 10)「增強派息」情境主題股名單,全部均予「增持」評級:
本港上市股份
中電(00002.HK)
香港電訊(06823.HK)
工行(01398.HK)
其他地區股份
印度Indraprastha Gas(IGAS.NS)
新加坡Genting Singapore(GENS.SI)
內地格力電器(000651.SZ)
台灣光寶科(2301.TW)
南韓Kia Corp(000270.KS)
澳洲Sonic Healthcare(SHL.AX)
泰國Kasikorn Bank Public(KBANK.BK)
---------------------------------
大摩亦列出亞股末季「增強派息」情境主題股名單(包含較多股份),以下只列出本港上市股份:
電能(00006.HK)
康哲藥業(00867.HK)
中通服務(00552.HK)
中信股份(00267.HK)
招行(03968.HK)
建行(00939.HK)
國藥(01099.HK)
長江基建(01038.HK)
華潤醫藥(03320.HK)
中行(03988.HK)
中電(00002.HK)
香港電訊(06823.HK)
中鐵(00390.HK)
工行(01398.HK)
信置(00083.HK)
太古地產(01972.HK)
農行(01288.HK)
以上按該行「增強派息」情境得分由高至低排列
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.