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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