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Author: Tan KW   |   Latest post: Thu, 13 May 2021, 8:10 PM

 

油价涨带动马币马股 国油化学国油贸易最受惠

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(吉隆坡9日讯)联昌研究指出,我国为净石油与天然气出口国,加上油价高涨往往带动马币走强,令富时综合指数和布油走势普遍呈现正面关联。

“若这样的理论成立,国油化学(PCHEM,5183,主板工业产品服务组)和国油贸易(PETDAG,5681,主板消费产品服务组)将是潜在受惠的大资本公司。”

其他潜在间接受惠的公司,包括沙布拉能源(SAPNRG,5218,主板能源组)、阿玛达(ARMADA,5210,主板能源组)、VELESTO能源(VELESTO,5243,主板能源组)、云升控股(YINSON,7293,主板能源组)和戴乐集团(DIALOG,7277,主板能源组)等油气股。

此外,国际油价高涨,也将提高生物柴油的经济能见度,并可能促使印尼政府调低出口关税,IOI集团(IOICORP,1961,主板种植组)、吉隆坡甲洞(KLK,2445,主板种植组)、合成种植(HSPLANT,5138,主板种植组)、大安控股(TAANN,5012,主板种植组)和云顶种植(GENP,2291,主板种植组)等种植股也有望从中受惠。

其他领域方面,联昌研究表示,高油价有望减低燃油衍生产品亏损,对航空公司将是短期利多,但船务、制造、汽车和消费领域则恐因运输和燃料成本增加而受苦。

“整体来看,我们维持富时综指1759点年终目标不变,益纳利美昌(INARI,0166,主板科技组)、大众银行(PBBANK,1295,主板金融服务组)和马电讯(TM,4863,主板电讯媒体组)为投资首选。我们相信全国免疫计划顺利落实,将是提振市场信心的关键。”

 

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Labels: PCHEM, PETDAG

Related Stocks

Chart Stock Name Last Change Volume 
PCHEM 8.10 -0.12 (1.46%) 1,568,100 
PETDAG 19.10 -0.42 (2.15%) 77,300 

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