Kim–Kim Eng每日港股简评【投资策略】_研报

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每日港股简评 年月日 大市分析 美股因期望一家知名公司所生产的有效冠状病毒疫苗快将上市而隔夜上涨 后,昨日中国和香港股市上扬。上证综合指数及上海A股指数收盘于 COVID-19前的水平之上,而深圳两个指数则飙升至疫情以来的最高收盘。 恒生指数收报25,124点(+597点),为三个半月来的最高位,每日成交增 加至1,760亿港元。新经济股继续跑赢大市,腾讯控股(700 HK)飙升4% 至518.5港元,其股价收盘时首次突破500港元。美团点评-W (3690 HK) 也 高收4.4%。由于6月份销售强劲,内地房地产飙升。 焦点板块 ———————————————————————————————————— 内地银行 国务院在常务会议后发表声明,表示中国将允许地方政府动用专项债券所得款项购买一些中小型银行出售的 可换股债券。此举着眼于增强中小企业金融服务的能力,并允许地方政府专项债券合理支持中小型银行以补 充资本。市场认为,此举旨在于冠状病毒危机中稳住银行股并支持陷入困境的小型公司。 内地房地产 数家公司6月份的销售强劲,超出市场预期,平均同比增长18%。凭借强劲的销售,年初至今的销售下跌转 为同比正增长2%(20年首5个月为-6%),而截止六月底止, 企业平均已完成全年销售目标约40%。展望未 来,市场预期主要开发商的强劲销售势头将于下半年持续下去,平均实现20-25%的同比销售增长,此乃归功 于强劲的新项目推出和相对较低的基数。估值方面,该板块目前以5.3倍的远期市盈率买卖,较其估计资产 净值折让约40%。相关股份: 合景泰富 (1813 HK), 旭辉控股 (884 HK), 中国海外发展 (688 HK) 。 内地汽车 中国汽车工业协会估计,6月份的销量为228万辆,环比增长4%,同比增长11%。增速比5月份慢,环比增 长5.9%,同比增长14.5%。 20年上半年的累计销量为1,024万辆,同比下跌17%(20年首5个月同比- 22.6%)。 企业消息 ———————————————————————————————————— 中国生物制药 (1177 HK) 该公司宣布,其开发的抗凝血药物「硫酸氢氯吡格雷片」(商品名称:优立维)已获得中国国家药品监督管 理局颁发药品注册批件,且视同通过仿制药质量和疗效一致性评价。该产品适用于预防动脉粥样硬化性疾 病,已被纳入国家基本药物目录。该公司相信,该产品获批上市将进一步丰富其在心脑血管领域的产品组 合,并巩固其在该领域的优势地位。 L’Occitane (973 HK) L’Occitane宣布20财年净利润为1.15亿欧元(同比-2%),销售额增长15%至16亿欧元。 20财年经营溢 利同比增长24%,利润率为11.4%。业绩符合其初步预测。由于COVID-19,该公司未提供21财年预测。市 场预计,销售额将录得两位数跌幅,21财年上半年录得亏损,其表现将于21财年下半年恢复过来。 中国奥园 (3883 HK) 2020年6月,该公司的未经审计房地产合约销售额约为人民币175.9亿元(环比+72%或同比+15%)。其20 年上半年的累计未经审计房地产合约销售总额约为人民币508.7亿元。 免责声明: 倘本报告中英文版本有任何歧义,概以英文版本为准。 DISCLAIMERS This Dim Sum Daily is prepared for general circulation and for information purposes only. It is not an investment research or a research recommendation, as it does not constitute substantive research or analysis. The material contained herein is intended as a general market commentary. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources believed to be reliable. However, Kim Eng Securities (HK) Ltd, its subsidiary and affiliates (collectively, “Kim Eng (HK)”) do not independently verify such information and consequently no representation is made as to the accuracy or completeness of such information. Kim Eng (HK) does not take responsibility for any loss occasioned by reliance placed upon the contents hereof. Any statements nonfactual in nature constitute only current opinions, which are subject to change at any time without prior notice. Kim Eng (HK) or its officers, directors, analysts, or employees may, to the extent permitted by law, from time to time participate or invest in financing transaction with any company mentioned herein; may have positions in securities or commodities referred to herein, and may, as principal or agent, buy and sell such securities or commodities. An employee, analyst, officer, or a director of Kim Eng (HK) may serve as a director for companies mentioned in this email. Neither the information nor opinion expressed in this email shall constitute a solicitation to buy or sell any securities. There may be instances when fundamental, technical, and quantitative opinions may not be in concert. Kim Eng (HK) may from time to time perform investment banking or other services for, or solicit investment banking or other business from, any company mentioned in this email. This Dim Sum Daily is prepared for the use of Kim Eng (HK)’s clients and may not be reproduced, altered in any way, transmitted to, copied or distributed to any other party in whole or in part in any form or manner without the prior express written consent of Kim Eng (HK) and Kim Eng (HK) accepts no liability whatsoever for the actions of third parties in this respect. There are risks inherent in international investments, which may make such investments unsuitable for certain clients. These include, for example, economic, political, currency exchange rate fluctuations, and limited availability of information on international securities. Kim Eng (HK) recommends that you obtain the advice of your Financial Advisor regarding this or other investment in order to confirm to your financial resources and risk preference. ]

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