谷底反弹价值深厚 综指股现买入良机
(吉隆坡2日讯)分析员认为,近期的反弹显示马股仍具有深厚价值;随着外资重新流入,本地股市情绪开始向好。
大马投行在最新的市场策略分析报告就指出,目前富时隆综合指数的预期本益比估值,较5年均值低了1.3个标准差,显示当前仍是买入良机。
报告也指出,尽管过去数个月来,市场情绪不佳,不过富时隆综指在7月中旬的低点,估值也仅处于均值-1.7个标准差,凸显了强大的支撑力量。
“指数并未跌破-2个标准差的强力支撑;这是过去两年疫情肆虐期间,都未曾跌破的支撑水平。”
外资的短暂出走也已经逆转了。
今年6月份,外资净卖马股13亿令吉;而在过去的2周都流入马股之后,外资7月份净买马股1.75亿令吉。
7月反弹6%
这支撑了富时隆综合指数,在经过“五穷六绝”的重挫之后触底反弹,7月份回升6%。
分析员也认为,我国经济增长预期较全球平均水平更佳,以及令吉料可逆转跌势,将支撑马股下半年的走势。
大马投行预计,我国今年经济增长可达5.6%,高于全球2.7%的增长。
该投行经济学家也认为,令吉下半年将摆脱颓势,重新回到1美元兑4.25至4.30令吉之间水平。
因此分析员认为,我国强劲的经济复苏,可以抵御外围环境以及国内政治局势的逆风,让富时隆综合指数站上1630点目标。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E8%B0%B7%E5%BA%95%E5%8F%8D%E5%BC%B9%E4%BB%B7%E5%80%BC%E6%B7%B1%E5%8E%9A-%E7%BB%BC%E6%8C%87%E8%82%A1%E7%8E%B0%E4%B9%B0%E5%85%A5%E8%89%AF%E6%9C%BA
Singapore Investment
-
-
All that Glitters Is Gold33 minutes ago
-
Portfolio (March 30, 2024)3 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
5 Singapore Stocks Under Pressure14 hours ago
-
-
QAF #77 - 2023 Annual Report15 hours ago
-
-
-
-
-
-
The Secret To Investing1 day ago
-
-
-
-
-
-
-
-
-
-
-
The Green U-Turn2 days ago
-
-
-
Week Ahead3 days ago
-
Burnt out!3 days ago
-
-
-
-
Feb 2024 Expenditure4 days ago
-
-
-
-
-
-
-
Not Worth It5 days ago
-
Trip to Legoland5 days ago
-
-
-
-
-
-
-
-
Starting Our Second Property Cycle1 week ago
-
-
-
Position Update1 week ago
-
-
Finance Investment Movement 431 week ago
-
-
-
-
-
MAS Singapore Gold Vault2 weeks ago
-
-
Gaining And Holding2 weeks ago
-
-
-
-
Book Giveaway- Winners2 weeks ago
-
-
ICYMI: Corporate Connect with Singpost2 weeks ago
-
-
Just sold at record high!3 weeks ago
-
-
-
-
-
-
-
-
-
Monthly IBKR Update – Feb 20243 weeks ago
-
-
Feb 2024 Portfolio3 weeks ago
-
Rethinking my financial targets for 20243 weeks ago
-
-
-
-
Summary of February 20244 weeks ago
-
Portfolio -- Feb 20244 weeks ago
-
The Market Is A Scam!4 weeks ago
-
-
-
-
-
-
-
-
-
-
-
Today’s Deal of the day – Max Miles5 weeks ago
-
-
Options Trading Journal Jan 20241 month ago
-
-
-
-
-
-
-
-
-
-
-
End of 2023 Review2 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report2 months ago
-
Monthly Summary of November 20233 months ago
-
3 Simple Poker Strategies for Beginners3 months ago
-
Migration of website4 months ago
-
-
Abandon REITS?4 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates6 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
I am in debt9 months ago
-
A New Light10 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-