長實(01113.HK)午後升幅擴至近半成 全部補回上月下跌裂口
近期獲李嘉誠家族頻頻增持兼長假前獲匯豐看57.6元的長實集團(01113.HK)於最近14個交易天,除3月30日及4月8日回軟外,餘下均上升,午後高見48.75元,全部補回3月9日下跌裂口位(47.75元-46.95元),現造48.65元,續升4.6%,成交增至714萬股,涉資3.41億元。此外,同獲匯看好之一的太古地產(01972.HK)及領展(00823.HK)分別五連漲及兩連升,最高見22.4元(接近50天線24.5元)及69.45元,現造22.15元及69.2元,續升3%及2.5%。
匯豐於復活節長假前曾指,本港房地產發展商已公布2019財年業績覆蓋的公司盈利溫和增長1.2%,扭轉2018財年跌7.7%。不過,該行認為在本地經濟疲弱及疫情爆發的情況下,地產板塊未來12個月前景充滿挑戰,料業績表現將會再次轉勢,在評估過其最新財務業績後,認為若干公司能在市場不確定性下有更好應對,包括長實集團、太古地產及領展等,該行給予三股「買入」評級,分別看57.6元/32.8元/85元,主因是其估值吸引、財務狀況良好、穩定或不斷增長派息等標準而決定。
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