内房股普遍逆市造好 美的置业/宝龙/碧桂园/合景泰富升约2%-3%
内房股8月销售集体暖,今早股价普遍逆市升逾1%;合景泰富(01813.HK)扭三跌,股价曾重越10天线(14.95元),最高见15.14元,现造14.86元,回升3.1%。宝龙地产(01238.HK)回升2.2%曾高见5.71元,暂受制10天线(5.76元);美的置业(03990.HK)续弹1.9%曾越10天线(19.7元),高见19.92元。
碧桂园(02007.HK)8月合约销售额按年升30%至609.3亿元人民币。该股扭三连跌,由逾两个月低位回升高见9.84元,暂受制10天线(9.87元),现造9.71元,回升2.9%,为最强蓝筹。评级机构标普昨天确认碧桂园BB+信贷评级,展望由稳定上调至正面,以反映公司信贷水平将维持相对稳定及经营表现更趋於稳健。这是继标普自2018年3月将碧桂园评级由「BB」调高至「BB+」以来第二次调升动作。不过,恒大中国(03333.HK)反覆续跌0.7%报17.04元,创三个月低。
香港8月PMI由前值44.5回落至44,反映私企经济景气再度转差。恒指继昨天反覆回软後,今早逆外围低开93点或0.4%报25,026,在重磅股腾讯(00700.HK)和两电跌逾1%,以及友邦(01299.HK)及汇控(00005.HK)续受压主导、跌幅曾扩至265点或1%,低见24,854喘定,曾倒升95点高见25,216,现造25,017,续吐103点或0.4%,成交额786亿元。
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