九倉系續跌逾4%-6% 本港疫情嚴峻陳肇始不排除關商場
本港昨天錄得113宗新冠肺炎確診病例再創單日新高,其中本地感染達105宗。食物及衛生局局長陳肇始今早接受港台訪問時表示,倘若疫情繼續惡化,不排除會推出更多嚴厲措施,包括關閉商場等場所。
本港地產收租股今天以九倉系沽壓最大,將於下月3日放榜的九倉(00004.HK)跌破百天線,最低見13.8元,現造13.88元,續跌6.2%,成交增至677萬股。九倉置業(01997.HK)低見29.15元創近兩個月低,現造29.4元,續跌4.4%,為最傷藍籌,成交增至606萬股。
太古地產(01972.HK)、太古A(00019.HK)、希慎(00014.HK)、嘉里建設(00683.HK)及新地(00016.HK)也跌1.5%左右,前者已連續第七天拾級而下,股價曾低見17.52元,創逾個半月低。
摩根大通預計,將於7月30日公布中期業績九倉置業將會成為削減派息幅度最大傳統地產股,因預期公司營運環境轉趨困難,料中期純利按年倒退28%及派息下滑27%,派息比率為65%。不過,即使旗下零售商場海港城估值遭到下調,該行指市場已迅速在股價反映最壞情境預測,一旦來港旅客情況並非太壞,或會對九倉置業股價構成上升的風險。儘管近期本港疫情蔓延,但不建議投資者在現水平沽空九倉置業,該行維持其「中性」評級及目標價36.9元。基於料本港住宅樓相對穩固,該行將新地、新世界發展(00017.HK)及嘉里建設視為行業首選股。
恆指扭轉昨天尾市急吐近2.3%頹勢,今天在重磅股友邦(01299.HK)、騰訊(00700.HK)及港交所(00388.HK)彈1.5%-2.8%支持下,反覆回升146點或0.6%,現造25,204,成交額1,000億元。
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