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Author

吳子青先生 (Andrew Ng)
經理

畢業於香港理工大學金融服務系,2008年完成財經分析師(CFA)考試,喜歡綜合基本因素與技術分析研究股票,並對衍生工具及IPO市場有獨到見解,現主力負責公司的高端客戶,提供度身訂造的投資服務
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第一拖拉機股份有限公司 - H股 (38)

Friday, December 2, 2022 Views4343

第一拖拉機

 

大巿從14600點反彈了超過四千點, 相信底位已見, 不過現階段上升過急, 再追入短期勝算不大, 建議等待調整後再加倉, 個人認為恆指16500點是個加倉的理想點數.

板塊方面, 筆者今年始終喜歡工業和基建股, 原因十分簡單, 經歷過疫情和內房風波等問題, 經濟可說內憂外患, 政府帶頭刺激經濟的可能性很大, 工業及基建板塊比較容易受惠於新政策.

第一拖拉機(38)最近幾年經營持續改善, 財政狀況良好及重新派息, 對比A股亦有大幅折讓. 股價亦從十月低位2.68元反彈至3.68元, 跑鸁大巿, 建議調整至3.3元以下買入, 目標價4元以上, 跌穿3元止蝕.

 


注: 本人吳子青為証監會持牌人士。截至本評論文章發表日止, 本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益

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