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Infra 2023-07-30T11:56 財經茄呢啡 匯豐環球研究發表報告指,年初至今,香港公用股在具防守性的現金流支撐派息下,相對恆指表現持續強韌,惟降四只公用股目標價(見下表),重要反映DCF估值中更高的折現率,最偏好長江基建,其次為電能實業及港燈。
Infra 2023-07-27T11:48 財經茄呢啡 中國今年上半年經濟按年增加5.5%,較預期差的6.1%,是上星期二恆指大幅回落近400點的重要因素。接著下來,可能是市場憧憬中央會有措施,提振經濟/ 救經濟,包括加大基建投資。3大基建股中交建(1800,H股市值190億元,A+ H總市值1,564億元)、中鐵建、中鐵得益,而中交建可優先留意。
Infra 2023-07-25T12:10 財經茄呢啡 在疫情停歇三年後,各國將積極擴大財政支出投入基建,可為基建行業挹注大量資產,且相較於對國際貿易制裁敏感度較高的半導體類股,基建營運范疇以本地為主的比重相當高,營運獲利受海外因素影響程度較低,例如美國貨運鐵路龍頭公司、美國電力龍頭企業,國內營收貢獻度皆達百分之百。
Infra 2023-07-25T12:10 財經茄呢啡 中國今年上半年經濟按年增加5.5%,較預期差的6.1%,是上星期二恆指大幅下跌近400點的重要因素。接著下來,可能是市場憧憬中央會有措施,提振經濟/ 救經濟,包括加大基建投資。3大基建股中交建(1800,H股市值190億元,A+ H總市值1,564億元)、中鐵建、中鐵得益,而中交建可優先留意。
Infra 2023-07-20T11:55 財經茄呢啡 在疫情停歇三年後,各國將積極擴大財政支出投入基建,可為基建行業挹注大量資產,且相較於對國際貿易制裁敏感度較高的半導體類股,基建營運范疇以本地為主的比重相當高,營運獲利受海外因素影響程度較低,例如美國貨運鐵路龍頭公司、美國電力龍頭企業,國內營收貢獻度皆達百分之百。
Infra 2023-06-22T12:05 財經茄呢啡 內地5月份審批核准固定資金投資項目14個,涉及總投資2888億元人民幣,基建股跑出。中交建揚3.9%;中鐵建漲4.3%;中鐵揚3.6%;中冶升3.6%;中能建升3.1%。
Infra 2023-06-20T12:17 財經茄呢啡 基建股跑出。中交建揚4%,報4.84元;中鐵建漲4.3%,報6.08元;中鐵揚3.6%,報5.15元;中冶升3.6%,報2.01元;中能建升3.1%,報1.01元。
Infra 2023-06-18T12:01 財經茄呢啡 港股基建股全天高位震蕩,中國紅包漲近17%,中鋁國際漲近6%,中國交通建設、中國鐵建漲近5%,中國中鐵漲超4%。
Infra 2023-06-18T12:01 財經茄呢啡 港股午後震蕩走高,尾盤有所回軟。截至收盤,恆指收漲1.07%,報20040.37點,重回兩萬點關口上方,科指收漲0.84%,今星期恆生科技指數大幅反彈逾7%,恆指、國指今星期均漲超3%。盤面上,大型科技多數走強,阿里巴巴漲約3%,騰訊漲超2%,京東漲1.4%,汽車股漲幅居前,蔚來漲超8%,小鵬汽車漲超4%,大型基建股普漲,中鋁國際、中國鐵建、中國中冶皆走強;影視娛樂股部分走低,蘋果概念股、電力股普跌。
Infra 2023-06-18T12:01 財經茄呢啡 基建股跑出。中交建揚4%,報4.84元;中鐵建漲4.3%,報6.08元;中鐵揚3.6%,報5.15元;中冶升3.6%,報2.01元;中能建升3.1%,報1.01元。
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