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地產股普漲 金地集團(600383.SH)大漲超8%
格隆匯 02-14 15:10
格隆匯2月14日丨有傳聞稱中國央行擬調整MPA(宏觀審慎評估體系)中房地產信貸考核指標,今日港A市場地產股繼續現普漲行情。A股市場中,中天金融、中迪投資和光大嘉寶漲停,金地集團大漲8%。港股市場中,雅居樂集團、富力地產漲超4%,合景泰富、綠城中國、禹洲地產和佳兆業集團漲超3%,入選了格隆匯2020十大核心資產的世茂房地產漲幅逼近3%。值得一提的是,格隆匯平台昨日發佈深度分析文章《金地集團(600383.SH)為什麼值得抄底?》指出,金地2019年銷售額2106億元,同比增30%。公司營收和淨利潤保持高增速,估值卻不到7倍。同類公司中陽光城7.9X,旭輝控股集團8.2X,中南建設9.8X。因肺炎疫情的影響此前該股股價已從高點回調15個點,預計金地2019年增速可以達到30%,再加上5%的股息率,顯然此薄回調正是抄底的好時機。
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