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行業上月銷售勝預期內房受捧 潤地/恆大/融創漲5%-7%
阿思達克 12-02 15:17
花旗及瑞信均指內房11月銷售勝預期,內房股今天受捧大幅跑贏恆指及國指(僅分別彈0.4%及0.7%)。獲花旗視為首選之一及大摩料未來15天股價有六七成機會上升(目標價41.15元)的藍籌華潤置地(01109.HK)一舉重越50天、20天及10天線(34.06-34.5元),最高見35.7元,補回10月22日大部分下跌裂口(裂口頂部35.75元),現造35.55元,回升5%,為最強藍籌。同為藍籌中國海外(00688.HK)及碧桂園(02007.HK)最高見27.05元及11.28元,現造26.85元及11.16元,回升逾2%。 中國恆大(03333.HK)重越100、10天及20天線(18.72-19.4元),最高見20.15元,現造19.98元,急彈近7%;融創中國(01918.HK)高見40.65元,創約七個月高,現造40.6元,回升6.4%。 世房(00813.HK)升破上周所創上市高位29.2元,最高見29.6元,現造29.5元,回升4.1%。龍光(03380.HK)及旭輝(00884.HK)最高見12.02元及6元,現造11.94元及6元,回升4.2%及5.1%。上月銷售年升近1倍的中國奧園(03883.HK)高見11.8元,創逾四個月高,現造11.68元,回升4.3%。時代中國(01233.HK)高見15.36元,現造15.24元,回升3.5%。美的置業(03990.HK)重越4條移動平均線(百天線為19.99元),最高見20.35元,現造20.15元,升3.9%。 萬科企業(02202.HK)、綠城中國(03900.HK)、中海宏洋(00081.HK)、合景泰富(01813.HK)、富力(02777.HK)、金茂(00817.HK)及龍湖(00960.HK)也升近2%-3%,後兩者升幅較大分別報5.35元及32.95元。 花旗表示,據該行追蹤第三方代理數據,內地34間上市內房11月銷售按年升28%優於預期,該行首選融創、世房、旭輝、龍光、龍湖、潤地及時代中國。此外,瑞信追蹤內地29個物業發展商11月銷售按年升24%,按月跌4%;若撇除恆大後按年增長25%,按月升5%,優於市場預期。展望今年12月銷情,估計部分發展商銷情放緩將不會令人感到意外,但發展商已大致達到原先今年銷售目標。該行首選包括中國海外、融創、旭輝及合景泰富,均予「跑贏大市」,各予目標價39.4元/55元/7.4元/13.1元。(sz/u)~ 阿思達克財經新聞 網址: www.aastocks.com
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