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汇证:社交距离措施放宽助港经济恢复 看好大家乐等股
格隆汇 03-17 12:49

汇证发表研究报告指,随着近期社交距离措施放宽,香港已作好恢复的准备,又指疫苗推出将支持经济活动正常化,但要完全回复正常就仍需要一段时间。该行首选股票为香港医思医疗集团(2138.HK)、大家乐集团(0341.HK)和同仁堂国药(3613.HK),认为相关股份仍具有吸引力。

汇证表示,香港自2月17日开始逐步放宽社交距离限制,有条件允许食肆恢复堂食至晚上10时,将使大家乐、大快活集团受惠;美容院亦重新开放,对香港医思医疗集团等传统美容服务有利。另一方面,疫苗推出应会支持经济活动回复正常,但以澳门作为例子,即使当地已重新开放关口,今年1月份内地访澳旅客仍按年下跌近80%,因此该行对中港关口重开后,访港旅客数字相对谨慎。

该行又指,其覆盖的5间公司在香港的收入敞口都相当可观。不过,该行更为喜欢香港医思医疗集团而非莎莎国际,主要是因为本地消费、集团医疗服务的弹性,以及其在内地积极扩张,应能在内地访港旅客数字完全回复前提出支持。

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