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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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中國銀行估值吸引

Wednesday, December 30, 2020 Views3794

不知道各位有沒有留意, ETF和指數可以是一樣很坑的東西, 年初的時候原油ETF大賣, 原油期貨價格就跌到負數, 現在恆生科技指數興起, 新經濟股就開始洗倉. 筆者覺得新經濟股這一年真的有點炒過頭, 調整屬於正常現象, 而估值較低的舊經濟股在2021年初極有可能成為資金流向所在.

在眾多舊經濟股中, 內銀可算是一個不錯的選擇, 而在四大內銀之中, PE最低而息率最高的是中國銀行(3988), 雖然業績比其他內銀並沒有吸引之處, 不過以PE不足四倍和息率超過8%來計算, 已經可說是長短操作都可以的水平.

買賣策略方面, 建議現價買入正股或六個月以上的Long call. 目標價3元以上, 不設止蝕.

 

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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