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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
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內房股還可買嗎?

Thursday, December 30, 2021 Views8464

今年內房板塊可謂跌得一塌糊涂, 無論是投資股票還是債券都損失慘重, 很多投資者都對這個板塊心灰意冷, 除了手上蟹貨, 大都不願再加碼, 也有客戶問我, 是不是兩三年內都不用留意內房這個板塊?

 老實說, 一年半載來看, 內房的業績都很難好看, 而筆者亦覺得, 內房在2022年所面對的環境可能更黑暗, 現在出手, 可能還要抵受20%以上的跌幅. 那麼如果還是喜歡內房板塊的朋友, 能夠怎樣步署?

 筆者覺得, 在未來的一段時間, 投資內房要以有中央背景的企業為優先, 其次, 最好等2021年全年業績或2022年半年業績公報後, 才開始入巿.

 萬科企業(2202)是可以考慮的選擇之一, 萬科的股價在2021年下半年抗跌能力相對較強, 可見其實力, 股價在11月初已見短期低位16.84元, 可考慮明年初在這價錢附近買入, 目標價20元.

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

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