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恆指倒升逾百點 內房股續受捧 新城發展/融創/中海外/潤地漲8%-10%
恆指反覆三連升,今早低開113點或0.4%報26,491,最低見26,454獲承接,在建行(00939.HK)與工行(01398.HK)升約2%、四大藍籌內房續漲4%-10%及貼價走高「三桶油」漲逾2%-3%帶動,掉頭升破20天線,最高見26,822,現報26,713,倒升108點或0.4%,成交額650億元。 內房股新城發展(01030.HK)日前盈喜料中績起碼多賺40%,中金隨後發表報告料內房或迎來一波反彈行情,內房債價近日也顯着反彈。主要內房股連日受捧,尤其是融創中國(01918.HK)三連漲,今早股價曾一舉突破10天及20天線(21元及22.06元),最多急漲12%高見22.6元,現報21.9元,續漲8.4%。 四大藍籌內房碧桂園(02007.HK)及獲中金給予跑贏行業評級龍湖(00960.HK)/中海外(00688.HK)/潤地(01109.HK)三連漲,今早股價升逾4%-9.6%,後兩者最強,最高見18.9元及31.3元,現報18.64元及30.9元,續漲9%及10%,股價分別升破50天線(18.07元)及20天線(28.95元)。 獲中金給予跑贏行業評級的旭輝(00884.HK)三連升,承昨天股價升破20天線勢,今早高見5.73元,現報5.67元,續升7.8%。新城發展三連升,今早股價升破50天及牛熊線(7.44元),最高見7.54元,現報7.52元,續升8%。 萬科(02202.HK)五連升,今早股價升破50天線(23.65元),最高見24.7元,現報24.1元,續升6.9%。世茂集團(00813.HK)三連升,今早股價升破10天及20天線,最多升約8%高見17.54元,現報17.18元,升5.5%。 中國恆大(03333.HK)指正探討出售恆大物業(06666.HK)及恆大汽車(00708.HK)部份股權,該股由近四年半低位三連彈,承昨天股價重越10天線勢,今早曾進一步重越20天線(6.53元),最高見6.58元,現報6.19元,續升5.5%。 雅居樂(03383.HK)、中國金茂(00817.HK)、富力(02777.HK)、寶龍地產(01238.HK)、合景泰富(01813.HK)、奧園(03883.HK)、綠城中國(03900.HK)、龍光地產(03380.HK)及中海宏洋(00081.HK)升4%-6%,後兩者最強分別高見9.54元及5.22元。 中金日前認爲,內房業的政策收緊及利潤率走弱等利淡因素已充分釋放,第二批集中供地項目利潤率已出現企穩回升跡象,雖然短期仍有部分城市可能調控加碼,或有房企中績增長較弱及房企出現信貸事件等風險,但考慮到板塊估值及倉位均已達歷史新低,認爲對內房板塊不宜繼續太悲觀,內房股或迎來一波反彈行情。報告指應關注財務、土儲、週轉都表現較好的龍頭企業,看好中海外、旭輝、潤地、龍湖及寶龍,均予「跑贏行業」評級。
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