3月回调前仍有交易机会 财报季推动马股前行
(吉隆坡21日讯)马股又进入财报季,大华继显研究继续看好大宗商品相关股项,以及以部分科技股为主的成长型公司,在交出良好业绩之下,可推动股价增长。
与此同时,能够给予丰厚周息率的股项,也被看好可以跑赢大市,同时给予投资者股息回报以及资本增值的双回酬。
“例如SENTRAL产托(SENTRAL,5123,主板产业信托),今年至今已经上涨了5%,超过了富时隆综合指数2.4%的涨幅。”
派息丰厚公司
大华继显研究在最新的报告中也特别提及,即将公布末季业绩的Astro(ASTRO,6399,主板电信与媒体股),以及合成种植(HSPLANT,5138,主板种植股),预料将会派发高额股息。
而被点名处于超级盈利周期的公司,包括涉及金属冶炼的马熔锡机构(MSC,5916,主板工业股)、OM控股(OMH,5298,主板工业股),和齐力(PMETAL,8869,主板工业股);以及阁代科技(GREATEC,0208,主板科技板)、益纳利美昌(INARI,0166 ,主板科技股);还有种植股等。
“我们预计,这一次的财报季,将继续让这些处于超级盈利周期,以及派发丰厚股息的股项,创造出跑赢大市的回酬。”
超级盈利周期公司
3月或有调整
然而分析员也提醒,在今年开年收获了不错的上升势头之后,马股在3月料会进入调整,以反映美联储收紧货币政策和升息对市场带来的影响。
不过报告也认为,参考了市场波动性和风险溢价的关键指标后,市场适当调整时,料不会反映停滞性通货膨胀或是经济衰退的可能性。
“因此,在市场调整阶段,还是存在一些事件推动的投资机会。”
这些可能的事件包括,开放边境将利好云顶大马(GENM,4715,主板消费股)等旅游股、MyEG(MYEG,0138,主板科技股)准备推出数字人民币节点交易;以及威铖(VS,6963,主板工业股)及星光资源(SKPRES,7155,主板工业股)等电子制造服务公司,料将获得新合约。
在大市方面,大华继显研究维持富时隆综合指数,年尾站上1635点的目标。
2022年预计关键事件
http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/3%E6%9C%88%E5%9B%9E%E8%B0%83%E5%89%8D%E4%BB%8D%E6%9C%89%E4%BA%A4%E6%98%93%E6%9C%BA%E4%BC%9A-%E8%B4%A2%E6%8A%A5%E5%AD%A3%E6%8E%A8%E5%8A%A8%E9%A9%AC%E8%82%A1%E5%89%8D%E8%A1%8C
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