Market Brief

The articles are produced in Chinese only.

Author

吳子青先生 (Andrew Ng)
經理

畢業於香港理工大學金融服務系,2008年完成財經分析師(CFA)考試,喜歡綜合基本因素與技術分析研究股票,並對衍生工具及IPO市場有獨到見解,現主力負責公司的高端客戶,提供度身訂造的投資服務
Phone:
22776655

第一拖拉機股份有限公司 - H股 (38)

Friday, December 2, 2022 Views5301

第一拖拉機

 

大巿從14600點反彈了超過四千點, 相信底位已見, 不過現階段上升過急, 再追入短期勝算不大, 建議等待調整後再加倉, 個人認為恆指16500點是個加倉的理想點數.

板塊方面, 筆者今年始終喜歡工業和基建股, 原因十分簡單, 經歷過疫情和內房風波等問題, 經濟可說內憂外患, 政府帶頭刺激經濟的可能性很大, 工業及基建板塊比較容易受惠於新政策.

第一拖拉機(38)最近幾年經營持續改善, 財政狀況良好及重新派息, 對比A股亦有大幅折讓. 股價亦從十月低位2.68元反彈至3.68元, 跑鸁大巿, 建議調整至3.3元以下買入, 目標價4元以上, 跌穿3元止蝕.

 


注: 本人吳子青為証監會持牌人士。截至本評論文章發表日止, 本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us