九仓系续跌逾4%-6% 本港疫情严峻陈肇始不排除关商场
本港昨天录得113宗新冠肺炎确诊病例再创单日新高,其中本地感染达105宗。食物及卫生局局长陈肇始今早接受港台访问时表示,倘若疫情继续恶化,不排除会推出更多严厉措施,包括关闭商场等场所。
本港地产收租股今天以九仓系沽压最大,将於下月3日放榜的九仓(00004.HK)跌破百天线,最低见13.8元,现造13.88元,续跌6.2%,成交增至677万股。九仓置业(01997.HK)低见29.15元创近两个月低,现造29.4元,续跌4.4%,为最伤蓝筹,成交增至606万股。
太古地产(01972.HK)、太古A(00019.HK)、希慎(00014.HK)、嘉里建设(00683.HK)及新地(00016.HK)也跌1.5%左右,前者已连续第七天拾级而下,股价曾低见17.52元,创逾个半月低。
摩根大通预计,将於7月30日公布中期业绩九仓置业将会成为削减派息幅度最大传统地产股,因预期公司营运环境转趋困难,料中期纯利按年倒退28%及派息下滑27%,派息比率为65%。不过,即使旗下零售商场海港城估值遭到下调,该行指市场已迅速在股价反映最坏情境预测,一旦来港旅客情况并非太坏,或会对九仓置业股价构成上升的风险。尽管近期本港疫情蔓延,但不建议投资者在现水平沽空九仓置业,该行维持其「中性」评级及目标价36.9元。基於料本港住宅楼相对稳固,该行将新地、新世界发展(00017.HK)及嘉里建设视为行业首选股。
恒指扭转昨天尾市急吐近2.3%颓势,今天在重磅股友邦(01299.HK)、腾讯(00700.HK)及港交所(00388.HK)弹1.5%-2.8%支持下,反覆回升146点或0.6%,现造25,204,成交额1,000亿元。
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