港股好多trading setup (Patreon)

星期二，今日五一假期之後復市，港股承接美股嘅升市，高開再夾上。不過到兩萬有阻力，之後倒跌。澳門四月賭收好過預期，豪賭股跟升。但係內銀第一季條數就一般，其他基建國企第一季業績都咁上下，個位數升幅。不過匯豐中午出業績，第一季條數幾靚仔，加上重新派發季度股息，同埋股東大會之後就開始20億美元回購，帶返起個市收高。市場情緒總體都繼續保守，因為嚟緊聯儲局開始議息，加上今日澳洲央行出乎意料加息25點子。

HSBC near 52 week high

星期三，琴晚美國啲銀行股金融股大跌，拖累埋啲本地銀行金融內銀。科技股繼續弱勢，成交縮到去660幾億。啲黃金周概念股，俾人揼晒落嚟，今年出行人數應該唔錯，不過消費能力似乎都係比較弱。黃金周概念股，都係趁好消息出貨。尾市見到啲人撈返啲貨，可能賭聽日A股復市，北水會嚟買，而人仔都叫做返個少嘅反彈。今晚聯儲局議息，聽晚就歐洲央行議息。

星期四，終於到A股開市，聯儲局冇意外咁加息25點子。今日開市，又係國企一馬跑先，內銀，保險，基建。中國嘅金融股而家應該係全球最穩陣，有阿爺頂住，估值唔貴，又派到息 (中銀 4x PE, 7% dividend yield)。

3988: Strong reversal after pulling back to breakout level

保險股經過兩年重整旗鼓，今年第一季嘅新增業務都轉正數。

Insurance stocks have good set ups:

2601 broke out two weeks ago

2628 have a "cup" set up. Prefer it to consolidate sideways before making new high

消費股同黃金周慨念繼續俾人沽，除咗趁好消息出貨之外，我諗我仲有因為Estee Lauder (EL) 再次調低全年收入預測，另外加上有報道話內地人覺得香港奢侈品嘅價格同內地差得唔遠，所以都變咗留返喺國內買，所以見到恆隆新地升而九倉置業跌。科技股繼續捱沽，啲錢繼續留入去國企股，上證升0.8% 而創業板同科創板都跌2%，北水今日都係買移動，中海油中石油中國銀行建行呢類。收市後有則新聞，小紅書擬入局本地生活將上線團購功能，小紅書計劃不久將上線團購功能，目前已經有商家參與內測。又搵美團砌。

總體嚟講，美國股市market breadth差，主要有幾隻megacap帶個市升。但香港就相反，恆指比幾隻大科技股壓住。但係有唔少中型股票 (例如啲舊經濟股)已經進入Stage或者有唔錯嘅set-up，有啲仲已經升到52週嘅新高。

以下係我留意緊嘅股票:

Industrial power plant (IPP) 工業: 902 already broke out. 836 and 1071 have decent set ups

Telco: 941 showing bull flag. Despite the 30% rally since the breakout in January. The stock is still at 10x PE with 6.5% dividend yield

728: Had a massive 50% run since I pointed out late last year. Now waiting for it to consolidate and breakout of ~$4.5

Expressway stocks are very strong. Some (e.g. 525) have already broke out and is too extended to chase.

Pharmaceutical: watching 570 

3320: mentioned before

3613: Bull flag forming around 16.3?

1800: up more than 20% since the original breakout in March (on watchlist). Now near a second breakout point at ~5.38. Watch 1186, 390, 3311 too

2600: broke out after I last mentioned, then pulled back to breakout level. Forming a reversal. Watch $4.95

1088: another commodity stock. Need more volume to confirm the breakout

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