产业好景 股价落后 侨丰控股投资机会浮现
(吉隆坡2日讯)隆新高铁(HSR)的重启受到国内外瞩目,汇报会吸引逾700个业者,备受看好将是其中一个潜在受惠行业的产业领域更重新激起火花,连带推高数只产业股冲高至少20%,分析员点出,股价表现相对落后的侨丰控股(OSK,5053,主板产业组)投资机会浮现,建议投资者可趁机吸纳以最后赶上产业领域这波好景。
产业股表现不俗
丰隆研究分析员今日在报告指出,产业指数在过去2个月上涨11.7%,也成为其中一支表现最靓丽的指数,值得一提是追踪的数家产业公司,包括UEM阳光(UEMS,5148,主板产业组)、实达集团(SPSETIA,8664,主板产业组)、森产业(SIMEPROP,5288,主板产业组)等,也取得不俗的股价走势,普遍攀升20至84%。
“相比之下,侨丰控股走势相对落后其他同侪,过去两个月涨幅略显谦逊,升高10.6%,而这个表现却为投资者提供进场机会,可趁势吸纳做最终追赶。”
该行披露,作为一个在产业、金融服务、工业及酒店业皆有业务的多元财团侨丰控股,目前投资价值深度浮现。
“还有一点值得注意,侨丰控股也持有兴业银行(RHBBANK,1066,主板金融服务组)的10.24%股权,有趣的是,若以兴业银行目前市值约243亿令吉计算,前者持有的股权价值已超出自身市值约22亿令吉。”
分析员进一步说明,若计入侨丰控股其他表现稳定且有获利的产业发展、资本融资、电缆及工业化建筑系统(IBS)业务,价值应比目前的市值来得高。
“目前,侨丰控股估值相当诱人,以2024财政年4.8倍本益比交易,且周息率也非常吸引人达5.5%,我们看好该股前景,给予‘买进’投资评级,目标价1令吉59仙。”
丰隆研究认为,侨丰控股目前在1令吉零5仙至1令吉零8仙区间筑基,而主要移动平均线支撑点落在1令吉零7仙(20天移动平均线)及1令吉零3仙(50天移动平均线)。
“一旦能冲破1令吉15仙阻力水平,预示上涨势头形成,有望进一步激励股价迈向1令吉19仙至1令吉25仙区间,而止损点为1令吉零2仙。”
https://www.sinchew.com.my/20230802/%E4%BA%A7%E4%B8%9A%E5%A5%BD%E6%99%AF-%E8%82%A1%E4%BB%B7%E8%90%BD%E5%90%8E-%E4%BE%A8%E4%B8%B0%E6%8E%A7%E8%82%A1%E6%8A%95%E8%B5%84%E6%9C%BA%E4%BC%9A%E6%B5%AE%E7%8E%B0/
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