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劉啟聰先生(Norman Lau)
輝立資本管理 - 投資經理

39259247 / 95208508

數據顯示港股先小休 2018新股市場令人期待

Thursday, December 07, 2017 Views4155




- 在恒生指數3萬點附近,集結大量熊証重貨、期指重倉區的誘因之下,股市明顯以幾只指數權重股先行夾上,如騰訊 (0700)、友邦保險 AIA(1299)、匯豐 HSBC(0005),大量完成清理看淡方權証及合約。

- 截至現時來看,股市年內累積升幅不少,加上沽空和獲利盤湧現,短線要先承受一段沽壓。



 同期間觀察所得,香港銀行公會網站公佈的Hibor Rate (港元利息結算利率)回穩,1個月利率回落至1.074水平,顯示資金回流至銀行體系,先前市場由新股熱潮,所引發的資金緊張情況暫時有所改變。

- 步入12月至農曆新年期間,假期日數為全年最多,加上國內春運期間中國股票休市,一般停留在股市的資金,都相應較平常為少,

- 預期2017年底前要見資金轉樂觀,大幅流入股市的機會相對較細。



 - 投資銀行近期不斷出動,拜訪及建議成熟科企上市,令近日科網巨企步署上市的消息不斷流出。

- 2018年我們有望,見內地智能手機製造商 - 小米,以及騰訊旗下的騰訊音樂,在港進行IPO(首次公開招股),令人期待!




最後更新日期: 2017.12.07


劉啟聰先生 (Norman Lau)

 輝立資本管理 - 投資經理

 証券及銀行經驗逾13年,主要為個人或公司客戶提供投資服務,包括股票、債券、期貨期權及新股交易。善於分析投資市場狀況, 為其私人客戶或專業投資者,提供專業投資意見及資金配置方案。


• 註:本人劉啟聰為證監會持牌人士。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。


This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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