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恒隆地产(00101.HK)逆市续升4.5%突破牛熊线 获花旗转为看好
阿思达克 01-03 11:49

恒隆地产(00101.HK)获花旗转为看好,该股今天逆市升破牛熊线(17.7元),最高见18.68元,创近四个月高,现造18.06元,续升4.5%,,为最强蓝筹,成交增至292万股。

花旗将恒隆地产评级由「沽售」,大幅上调至「买入」,为2013年7月以来首次改变对公司看法,目标价大升31%至21.1元,以反映对本港住宅、写字楼及零售商场看法,料本港楼市下月回复升势,全年楼价料升5%-10%。报告指,料恒隆地产将可受惠内地削减关税提振内需,特别是奢侈品商品,而公司作为内地高端商场营运商,可享有具独特估值溢价,且相信今年内地租务市场增长可领先利息支出,兼且恒隆地产股息回报达4.4厘,估值吸引。同时,花旗上调恒隆地产2020年及2021年每股盈测1.5%及8.1%,分别至1.12元1.22元。

美军空袭杀死伊朗高级将领,中东地缘政治紧张局势升温。美股期货全面倒跌由纪录高位回吐0.7%-0.8%,其中道指期货回吐205点,报28,636。港股也蒸发早段曾续涨339点至28,883创近半年高所有升幅,掉头低见28,444,现造28,477,倒跌65点或0.2%,成交额达601亿元。此外,沪深股市半日低收倒跌0.3%。

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