嘉里建設(00683.HK)急彈近11%重越10天線 獲摩通看好
摩根大通指中港地產股近期因中國擬推「港區國安法」陰霾遭到無差別拋售,認為本港地產股於五個交易日內累跌10%已屬超賣,故該行繼續看好長實集團(01113.HK)、新世界(00017.HK)及嘉里建設(00683.HK),均給予「增持」評級,目標價分別為75.5元、12.8元及25.5元。三者股價今天以嘉里表現最強,該股扭三連跌重越10天線(19.99元),最高見20.35元,現造20.25元,急彈近11%;藍籌新世界及長實高見8.29元及44.3元,現造8.23元及43.4元,彈5.4%及3%,前者結束三連跌,後者連彈第二天。
至於餘下藍籌地產收租股均漲逾3%-7%,新地(00016.HK)、領展(00823.HK)及恆地(00012.HK)表現最好,股價分別急彈7%、5.9%及4.7%,高見95.55元/62元/29.3元,前者及後者股價重越10天線。
美國總統特朗普因應中央訂立「港區國安法」而指令其政府啟動取消香港特殊待遇程序,摩通預期本港最受打擊將是出口業或需應用與中國同等更高關稅,但指出香港只有1%產品為直接出口(去年涉額約480億港元),故認為措施對本港實際影響不大。至於投資者或憂慮《美國香港政策法》法案實施將阻礙美元對港元自由匯兌,但該行認為在不損害美元信譽下,技術上難以實施。
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