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。
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