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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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濰柴動力股份有限公司 - H股 (2338)

Wednesday, June 15, 2022 Views6188

濰柴動力(2338)

 

 

  如果各位有留意筆者的文章, 會發現筆者今年特別留意工業和基建股份, 因為科技和醫葯股有炒完的感覺, 內房十分混亂, 賭業股暫時沒看見起色, 在另一方面, 工業和基建股估值便宜, 周息率高, 在經濟不穩的情況下, 也較容易有利好消息出台, 今天想說的是濰柴動力.

 

  濰柴動力主要從事生產及銷售柴油機及汽車零部件. 這公司乎合筆者一個選股的要點, 就是股價長期有上升趨勢, 而事實上濰柴也多次出現十送十紅股的情況. 財政方面, 維柴現金可算是比較充裕, 不排除日後有派發特別股息的可能.   

 

  股價走勢方面, 濰柴的股價由上月的低位9.74上漲至接近13元, 已突破下降軌及各平均線, 建議調整至12元左右買入, 以高低位黃金比率1/2計算, 有望反彈至目標價17.8元, 跌穿低位9.74元止蝕.  

 

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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