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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:
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中國交通建設股份有限公司 - H股 (1800)

Tuesday, March 1, 2022 Views7724

中國交通建設

 

  2022年第一季真是一個動盪的開始, 疫情, 戰爭, 各種壞消息不斷, 股巿也下試了新低, 基金的現金水平也是非常高, 很多客戶也會問我如何步署. 雖然筆者不敢說股巿已見底, 但覺得壞消息已浮現得七七八八, 再大跌的空間不大, 有危才有機, 現在不妨慢慢開始吸納股票.

  選股方面, 筆者比較看好傳統工業股和基建股板塊, 這些股票在過去幾年不是巿場焦點, 估值並不高, 而個別企業增長穩定, 投資價值已浮現, 另一方面, 之前熱炒的板塊估值仍然遍高, 蟹貨量也重, 今年要再炒上並不容易.

  中國交通建設(1800:HK) 估值遍低, 比A股更有50%以上折讓, 2月初有一波升浪但現階段跟隨大巿回調. 建議$4.4元左右買入, 跌穿年初低位4.21元止蝕, 上望本年高位5.17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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