中国解封提振马股 旅游原产品优先受惠
(吉隆坡9日讯)中国经济及边界在刚过的星期日(8日)已全面大解封,分析员认为,这有望强化国内上市公司净利及宏观经济前景,同时也能为低迷的投资情绪注入活力,而率先受惠则是旅游相关及原产品股项。
大华继显研究主管邱武益在报告指出,中国经济及边界重开,对马股而言能起到显著的提振效果。
“虽然与西方国家经济潜在陷入衰退及国内政局再生波澜相比,中国重开的效应略显次要,但在宏观经济层面,中国得以摆脱疫情封锁,加上大批中国游客即将重返大马,都有助提振我国贸易盈余及马币走势。”
他披露,中国经济潜在复苏,将能间接支撑原产品价格,尤其是工业金属,接下来则是原油。回顾疫情前,中国2019年在我国总外贸占比约达14%,而入境游客方面则有约12%。
“中国重开主题尤其将催化旅游相关领域,而主要受惠是航空及博彩(赌场次领域)股,中国入境游客若可全面恢复,并回到2019年的水平,料可带动大马机场(AIRPORT,5014,主板交通物流组)及云顶大马(GENM,4715,主板消费产品服务组)营业额分别攀升10至15%。”
此外,大华继显研究也点出,MYEG服务(MYEG,0138,主板科技组)很大可能在这一波中国边界重开带动下,赢得电子签证(e-visa)特许经营权。
“回顾疫情前,我国政府欲落实电子签证,取代多数的柜台服务申请签证事宜,而MYEG服务则是这项涉及中国游客电子签证化‘肥缺’的领跑业者,我们预期大马政府或很快重启电子签证倡议。”
除了旅游相关领域,邱武益点出,我国原产品相关领域将能间接受惠于这一波中国重开需求,尤其专注工业金属、原油及原棕油。
“我们预期,中国经济重开及复苏将能实质提振需求及周期性原产品价格,比如工业金属及原油,而国内潜在受惠的包括出口导向的冶炼厂如OM控股(OMH,5298,主板工业产品服务组)、齐力工业(PMETAL,8869,主板工业产品服务组)、马熔锡机构(MSC,5916,主板工业产品服务组)和特定油气股如阿玛达(ARMADA,5210,主板能源组)、国际船务(MISC,3816,主板交通物流组)、云升控股(YINSON,7293,主板能源组)。”
中国重开除了将惠及旅游相关及原产品股项,他点出,其他稍微也能获得提振的股项还有星狮(F&N,3689,主板消费产品服务组)、零售业的新闻控股(MYNEWS,5275,主板消费产品服务组)、制定零售产托、国油贸易(PETDAG,5681,主板消费产品服务组)和电讯股。
“另外,半导体及电子制造服务(EMS)相关公司、种植公司也能在需求复苏主题下跟著受惠。”
https://www.sinchew.com.my/20230109/%E4%B8%AD%E5%9B%BD%E8%A7%A3%E5%B0%81%E6%8F%90%E6%8C%AF%E9%A9%AC%E8%82%A1-%E6%97%85%E6%B8%B8%E5%8E%9F%E4%BA%A7%E5%93%81%E4%BC%98%E5%85%88%E5%8F%97%E6%83%A0/
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