You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
招商證券:地產板塊配置三類“好公司”
格隆匯 09-19 15:56
招商證券發佈房地產行業最新觀點及1~8月數據深度解讀。行業政策端是“區間管理”,基本面是“窄幅波動”,板塊博弈屬性相對弱化,經濟下行壓力加大,利率改善或超市場預期,10Y國債定方向;且8月底以來,在強調融資收緊之後,行業政策面開始出現一些“迴歸性”的表述和動作。配置三類“好公司”,即真正高週轉的公司【萬科A】【保利地產】;拐點型公司【金地集團】;重視資源型公司(非靠囤地升值)在現有“區間管理”政策下可能的彎道超車機會【華僑城A】【華夏幸福】等。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account