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[转贴] 综指下行风险仍高

Tan KW
Publish date: Mon, 17 Aug 2015, 02:20 PM
Tan KW
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 2015-08-17 14:08 

令吉不断贬值,让外资胆战心惊,因而拖累富时隆综指失守1600点;市场人士认为,综指下周不但难以重返1600点,而且还有很高的下行风险。

上周五,综指以1596.82点挂收,全天挫24.8点或1.53%;按周比较,跌85.83点,相等于5.1%。

展望本周走势,市场人士认为,外资对我国信心疲弱,加上不确定因素的影响,预料马股仍无法摆脱颓势。

英特太平洋抽佣经纪何业万向《南洋商报》表示,令吉走势相当令人忧虑,因为这拖累投资者看淡马股,进而纷纷抛售。

利好缺席

“即使是次季国内生产总值(GDP)优于预期,还是没办法重建外资信心。”

他续称,由于市场缺乏催化剂,而且又不断传出负面消息,所以本周走势难以预测。

资深抽佣经纪陈玉麟指出,在政治因素、油价下跌和需求放缓的冲击下,马股本周还是会走软。

“综指本周会继续下滑,而且下行风险很大,相信很难回到1600点了。”

支撑点1570

陈玉麟预期,综指本周可在1550至1570点之间寻得支撑,而阻力水平则落在1600至1610点。

他补充道,整体缺乏利好因素,导致马股走势相当低迷,即使在上周四出现技术回弹,其实也只是跟随美国隔夜股市稍微扬升。

另外,虽然企业正陆续公布次季业绩,但预料难有惊喜,因全球经济不景,对我国造成影响。

“尽管大马经济在过去十多年已增长了很多倍,但市场面对现在的情况,依然缺乏方向和指引,这是非常让人担忧的。”

建议暂时离场

在众多阴影笼罩下,市场人士都看淡马股,建议投资者寻机离场。

何业万指出,由于跌势难以抑止,且前景蒙尘,因而建议投资者在股票技术回弹时,趁机套利离场。

左右为难

“我们正处于一个很矛盾的窘境,假设把钱投资在股市,会招致亏损;但套利持有现金,又会面临令吉贬值。”

他补充道,从事出口业务的股项还是可注意,因为在美元走强的环境中,这些企业受到的影响相较不大。

陈玉麟表示,市场缺乏能够依循的投资线索,所以不适宜持有太多股票。

“我认为目前现金更具有价值,因此建议投资者暂时不持股,等到情况稳定了,再重新入市。”




【點擊放大圖片】

【點擊放大圖片】

 
报道: 黄忠晖

http://www.nanyang.com/node/718026?tid=687

Discussions
Be the first to like this. Showing 11 of 11 comments

paperplane3

1400 will be bottom. Once broken towards 1250. And it shall rebound.

Suggest to buy some KLCI index stocks in 1400, then 1250. If really broken 1250, ALL IN!

3 YEARS LATER YOU WILL GET AT LEAST 20%

2015-08-17 14:43

duitKWSPkita

paperplane3....

I saw 10 years bond so yummy now...

Slowly ppl will start to buy.... but bottomest not yet done yet...

2015-08-17 14:45

paperplane3

hehe, duit. Not really so! 10yr-4.22 range, 5yr-4.01%

I rather go 5yr now to make the kill. Once stabilise, 5yr will go back 3.80% range or lower. 10yr too many foreigner, maybe wait they sell more first.

2015-08-17 14:49

duitKWSPkita

OK...

good also to use 5yr as short term benchmark while 10-yr for medium term....

I love Malaysia so I wanna see Malaysia UP UP UP

2015-08-17 14:52

paperplane3

UP UP UP TO HOLLAND IS IT? HAHAHA

2015-08-17 15:40

market

I love malaysia so let us pray for the crash, KLSE back to 750, ringgit 4.65=1 USD So everyone can make $$ in future. Let us pray for the crash. I now earn usd and rmb, haha yummy yummy

2015-08-17 15:41

paperplane3

impossible! 50% crash also 875! It will worst case 1270 range for me! anything below I will ALL IN KLCI BURSA

2015-08-17 16:44

duitKWSPkita

wao...

like that...very scary.... I know it is not impossible.. but I haven get ready yet... how?

2015-08-17 17:09

Up_down

FF was net seller of RM 400 million worth of shares cause KLCI dropped 25 points on Friday ( 14 Aug 2015 ). FF remains owned shares value at least RM 13.3 billion. What would happen to KLCI when they trim down by 50% or RM 6.5 billion.

2015-08-17 17:27

paperplane3

Think what are bad news lining up?
1.Fed hike. Not this yr, next yr then?
2. Najis force down? Via political way? Voting way? Or any other eway?
3. Hike in Malaysia int, to defend myr.
4.oil and palm oil no price, no demand due to global slowdown? Foreign reserve continue drop! GDP go to negative? Although I think unlikely.

2015-08-17 23:31

paperplane3

China slowdown,so no need import so many good from Malaysia? Export also slowdown

2015-08-17 23:32

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