2011-3-31 10:52
bunnylai
財智語陸:和黃未到價等收割
[size=4]港股昨日顯著上升,除了因為期指轉倉外,另一原因是長和系佳績帶動恒指急升。技術上恒指已收復所有平均線的失地,應可以繼續挑戰高位,但短期或會先行間鞏固。昨日和黃 ([/size][size=4][color=#0000ff]013[/color][/size][size=4]) 再升已是意料中事,不少低位買了貨的朋友問應否食糊?和黃業績不但較預期理想,更重要是電訊業務開始帶來正現金收益,少了後顧之憂,可積極發展港口及零售業務,從而令和黃的價值可以真正反映出來,加上併購的憧憬,股價可望繼續跑贏大市。所以就算昨日升幅已達 5%,股價仍未見今年的高位。當然,如果主席李嘉誠於業績後繼續增持,將會是另一個催化劑。之前建議大家一直累積,不妨繼續持有等收割,短線可見 97元,如最終正式玩分拆,更可變紅底股。[/size]
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[size=4][b][color=orange]選內房股避北京龍頭[/color][/b] [/size]
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[size=4]對於內地房地產市場未來一年的表現及內房股之走勢,近日市場有很多討論,因為近日超過 40個內地城市都將樓價目標與 GDP掛鈎,至於此計算合理與否亦引來不少爭議,但由於現時中國的 GDP仍較為依賴房地產建設的貢獻,地方政府暫時很難放棄賣地收益,以此方式掛鈎是有其理據。然而,值得留意是內地房地產業難免會走進汰弱留強的過程,所以上周建議跟進的幾隻內房股,雖再度發力挑戰高位,但仍有不少內房股仍在低位徘徊。投資內房股應看本質,例如在甚麼城市發展、有關城市的樓價是否具有上升條件等,所以,我建議的都是龍頭股及主力拓展二三線城市的房地產一哥。好像北京將樓價目標定為「穩中有降」,反映出北京市調控樓市的決心,既然如此,在北京有較大投資的內房股,表現難免會較同業遜色。另外,之前建議趁低位買的內險股,表現尚算可以,由於整個板塊仍落後大市,相信之後仍會有資金流入炒作,而業績表現較好的平保 ([/size][size=4][color=#0000ff]2318[/color][/size][size=4]) 及太保 ([/size][size=4][color=#0000ff]2601[/color][/size][size=4]) 將會在同儕中跑出。[/size]
2011-4-6 07:39
ereruseyer
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