升息近尾声 产业市场步入新周期
(吉隆坡6日讯)利率上扬周期可能在2023年首季或次季见顶,大选后政治不稳定风险已逐渐消散,有助于重振市场信心,中国对发展商放宽借贷限制,清零政策软化,料有助重振区域经济成长,改善市场基本面,分析员因此将产业领域评级,从“中立”提升至“加码”,并看好产业领域开始进入新的发展周期。
产业股股价已反映
兴业研究指出,许多产业股的股价已经反映利率上扬及影响产业需求的不利因素,预计升息步伐将在2023年放缓,市场预测,2023首半年,隔夜政策利率(OPR)可能再调高0.25~0.50%,估计利率上扬周期将接近尾声。
第15届大选结束后至今,政治不稳定的风险已逐渐消退,激励市场走势继续向上。
新任首相拿督斯里安华在国会的信任动议已过关,并且具备制定决策的强大地位,市场预期经济成长保持偏高,包括海外直接投资流入强稳。
兴业研究指出,产业股指数在2022年10月中创下新低,如今,证券市场基本面改善,预期将有一些经济改革措施出炉,产业领域表现将超越大市,特别是目前的价值被低估。
该研究属意业务较为多元化的发展商,包括投资产业资产较可观的业者,鉴于产业需求有周期性,对政策的改变反应敏感,一些拥有零售商场和休闲产业的发展商,料将从海外旅客回流,本地旅游业蓬勃发展中受惠。
在这方面,最近有新商场开张的IOI产业(IOIPG,5249,主板产业组)和双威(SUNWAY,5211,主板工业产品与服务组),以及拥有一些投资产业,预料租金的收入将进一步加强。
https://www.sinchew.com.my/20230107/%E5%8D%87%E6%81%AF%E8%BF%91%E5%B0%BE%E5%A3%B0-%E4%BA%A7%E4%B8%9A%E5%B8%82%E5%9C%BA%E6%AD%A5%E5%85%A5%E6%96%B0%E5%91%A8%E6%9C%9F/
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