马股明年料先冷后热 5投资主题伺机突围
(吉隆坡15日讯)尽管明年的大马经济增长预料会显著放缓,但大华继显分析员认为,马股明年会回暖并更加稳定,可关注的投资主题,包括贸易分流、绿色经济、经济重开、区块链,和海外油气资产业者投资回酬上升。
大华继显分析员指出,明年对马股来说,总体上应会是更友善,且动荡会减缓的一年。他表示,随着大选带来的不安因素消退,马股终于跟上全球股市的上升趋势,相信动力可以延续至明年初。
无论如何,该分析员预测,马股可能会在明年首季稍微冷淡下来,但在进入下半年之前,会再度热络起来。
“我们估计,随着投资者暂停以评估升息对企业盈利表现的累积冲击,欧元区的冬季严寒程度和持续至今的俄乌战争,马股在明年首季将进入温和至中度的巩固阶段。”
他补充,预计在明年次季举行的巫统党选,也为马股带来不确定因素。
因此,该分析员建议的策略是,投资者现在可承担风险,为直至明年首季初段的涨势部署,随后在转为防守,在次季等候重新买进的机会。
特定投资主题
综合上述投资策略和各个主题,分析员选出9只首选股:
●联昌国际(CIMB,1023,主板金融股)
●云顶大马(GENM,,4715,主板消费股)
●阁代科技(GREATEC,0208,主板科技板)
●大马机场(AIRPORT,5014,主板交通和物流股)
●MyEG(MYEG,0138,主板科技股)
●齐力(PMETAL,8869,主板工业股)
●时光网络(TIMECOM,5031,主板电信与媒体股)
●威铖(VS,6963,主板工业股)
●云升控股(YINSON,7293,主板能源股)
2023年投资策略
综指明年目标1640点
考虑到政治风险和潜在的企业盈利预期下调,该分析员将2023年杪的综指目标设在1640点,相当于15.2倍的的预测本益比。
在投资主题方面,该分析员指出,由中美贸易战引起的贸易分流,以及全球鼓吹的绿色议程,是具吸引力的重要主题。
他相信,贸易分流将主要惠及马股中的电子及电气(E&E)领域,而绿色议程则令电动车制造领域的支援工业,以及以水力发电支撑的金属冶炼商受益。
同时,他表示,经济重开依然是个回报丰厚的投资主题,尤其是和旅游业相关的航空及博彩领域,还有得益于外劳重返的电子制造服务(EMS)领域。
“其他不错的投资主题,包括MyEG(MYEG,0138,主板科技股)的区块链业务,以及在海外持有浮式储卸生产油船(FPSO)、钻油平台等资产的公司ROI走强。”
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E9%A9%AC%E8%82%A1%E6%98%8E%E5%B9%B4%E6%96%99%E5%85%88%E5%86%B7%E5%90%8E%E7%83%AD-5%E6%8A%95%E8%B5%84%E4%B8%BB%E9%A2%98%E4%BC%BA%E6%9C%BA%E7%AA%81%E5%9B%B4
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