實德金融策略研究部

2015年下半年港股推介 (1)

2015-07-31

由於內地A股在是次股災中有1400多只股票在大跌市下停牌,引致港股出現沽售潮,由4月及5月的頂部28500急速下跌,本月最低見22837。從技術圖形上分析,原本跌穿23500便屬跌破上升通道,幸而在低位獲好友反攻,7月恆指收市報24636。從月線圖觀察,恆指獲50月及100月平均線支撐,並守穩上升通道上運行,顯示恆指下半年將反覆向上,而8月份恆指有機會再測試上升通道支持位23600,其後便拾級而上。

 

(附圖為恆生指數月線圖)

經歷了這次股災,雖說還是有很多投資者青睞國內介業,但A股市場的運作不多不少令投資者望而卻步,加上AH股差價仍大,預計投資者將回歸H股市場。而事實上,本港有很多只藍籌或H股在現水平非常吸引 - 市盈率低、負債率低,而企業盈利卻有不錯的表現。
 

<<建議買入6只股票 (首選)>>

長和

(00001.HK)

電能實業

(00006.HK)

中國移動

(00941.HK)

長江基建集團

(01038.HK)

友邦保險

(01299.HK)

中國中車

(01766.HK)

 

(下週再跟大家分析以上首選推介的股票)

(筆者為香港證監會持牌人士 - 李慧芬小姐)
 

電郵: research@successfn.com

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