担忧第15届大选及美国经济衰退 银河-联昌下调综指年终目标至1568点
(吉隆坡20日讯)考量到美国经济衰退担忧带来的额外收益风险,以及第15届全国大选可能抑制市场情绪,银河-联昌研究将富时隆综指年终目标从1647点下调至1568点。
银河-联昌在上周五(6月17日)的报告中表示:“在国内经济环境较弱的情况下,我们考虑了消费者的交易下降趋势,因此,我们维持3只心水股名单,即MR DIY Group (M) Bhd、云顶马来西亚(Genting Malaysia Bhd)及兴业银行(RHB Bank Bhd)。”
券商维持了给予这3只股的“增持”评级,目标价分别是4令吉(MR DIY)、3.40令吉(云顶马来西亚)及7.70令吉(兴业银行)。
券商还预计,鉴于通胀压力、乌俄战争和全球货币紧缩等不确定性,市场将继续动荡。
“如果美国经济和全球经济增长显着放缓,我们对2022年/2023年富时隆综指盈利预测为+0.6%/11%可能显得乐观,并可能面临下行风险。”
“鉴于目前的情况,我们建议投资者选择提供防御性收益的行业——公用事业:大马天然气(Gas Malaysia Bhd)、Malakoff Corp Bhd及国家能源(Tenaga Nasional Bhd);电讯:马电讯(Telekom Malaysia Bhd)、医疗保健:IHH医疗保健(IHH Healthcare Bhd);消费者:MR DIY、云顶马来西亚及全利资源(QL Resources Bhd)以及/或高周息率股项:Malakoff、Astro Malaysia Holdings Bhd、达力集团(Taliworks Corp Bhd)、大马天然气、Sentral REIT、杨忠礼电力(YTL Power International Bhd)。”
“我们继续看好银行将成为利息上升周期的受益者,我们的心水股包括兴业银行、丰隆银行(Hong Leong Bank Bhd)和大众银行(Public Bank Bhd)。”
截稿时,富时隆综指挫10.72点,至1446.02点。
(编译:魏素雯)
http://www.theedgemarkets.com/article/%E6%8B%85%E5%BF%A7%E7%AC%AC15%E5%B1%8A%E5%A4%A7%E9%80%89%E5%8F%8A%E7%BE%8E%E5%9B%BD%E7%BB%8F%E6%B5%8E%E8%A1%B0%E9%80%80-%E9%93%B6%E6%B2%B3%E8%81%94%E6%98%8C%E4%B8%8B%E8%B0%83%E7%BB%BC%E6%8C%87%E5%B9%B4%E7%BB%88%E7%9B%AE%E6%A0%87%E8%87%B31568%E7%82%B9
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