中国海外(00688.HK)续升6%曾逼近20元 获摩通看好
蓝筹中国海外(00688.HK)获摩通看好业务前景,认为公司不明确因素较少但利润空间较大,该股连续第三天发力追升,今早升破百天线(19.18元),最高见19.98元,现造19.9元,续涨6%,跑赢内房,成交仍有7,063万股,涉资13.82亿元。
同获摩通看好中型股中选择旭辉(00884.HK)及合景泰富(01813.HK)续升逾2.5%及1.5%,分别高见7.44元及12.38元,创逾半年及逾三个月高。相反,同获摩通看好的融创(01918.HK)高见35.8元受制昨天盘中所创近五个月高位35.9元,掉头倒跌0.7%报34.5元。
摩根昨天指,去年12月内房行业整体销售额持续强劲,按月升39%至2.1万亿元人民币,累计全年则按年升11%至15.5万亿元人民币,认为内房整体销售趋势高於该行预期,主因於去年第二季有放松调控的措施带动销量增长。展望今年,该行估计维持稳定,但销量按年下跌3%。摩通看好业务前景不明确因素较少、利润空间较大的内房发展商,大型股偏好中国海外及融创;中型股中选择旭辉及合景泰富;小型股选中骏集团(01966.HK)。
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