产业指数本月大涨11% 产业股成马股新风口?
(吉隆坡26日讯)马股产业指数本月已涨11%,今年至今更是大涨18.4%,产业领域正成为马股的新风口?
过去数年来,由于我国房价增长缓慢,加上房地产需求疲软,产业股表现一直低迷;但是今年此领域表现亮眼,大有谷底反弹之势。
尤其踏入7月,投资者大量涌入本地产业领域,吉隆坡产业指数今日再涨12.38点或1.63%,至771.49点之后,写下了2021年10月以来的新高。
巴生谷柔佛州各有利好
MIDF研究认为,在巴生谷地区和柔佛的产业,都存在利好因素,提振了此领域的表现。
团结政府近期的招商引资颇有成效,尤其中国吉利汽车宣布将注资100亿美元(453亿令吉),在霹雳南部的丹绒马林打造区域最大的汽车城,料可促进巴生谷北部地区的发展。
在雪州万饶拥有产业发展的马星集团(MAHSING,8583,主板产业股)和高美达(GLOMAC,5020,主板产业股),被点名可以受惠。
而柔佛产业市场在走过多年供过于求的暗淡困境后,似乎也迎来转机;当地的房屋空置数量正在降低,而柔新捷运(RTS)建设工程进展顺利,加上隆新高铁计划的可能复活,都是当地产业发展的重要催化剂。
在柔佛州拥有大量土地储备的UEM阳光(UEMS,5148,主板产业股)、双威(SUNWAY,5211,主板工业股)、绿盛世(ECOWLD,8206,主板产业股),以及马星集团,都被点名是潜在受惠股。
分析员同时也指出,其他利好产业领域的因素,包括有国行已经暂停升息,和令吉疲软帮助我国产业吸引更多外国买家。
无论如何,MIDF研究目前仅给予产业领域“中和”评级,但也表明,“看法偏向正面,近期我们开始看到产业需求在提升。”
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