《大行報告》摩通降中國恆大評級至「減持」 下調恆大物業、時代鄰里至「中性」 降物管股目標價
摩通發表研究報告,指上半年中國物管股業績表現無大驚喜,而自7月底以來,行業股價亦在區間橫行。該行對短期表現看法審慎,相信至年底,甚至明年1月前,都是維持區間橫行的表現。
該行指,近期的上行潛在機會或來自政府的支持政策、增長股復甦、市場對發展商的流動性擔憂較少。但該行亦認為市場向下顯著重估的機會不高,認為估值已跌至低位。該行提出可作出三個月的配對易(pairs trades),長倉碧桂園服務(06098.HK)、華潤萬象生活(01209.HK)、世茂服務(00873.HK),同時短倉綠城服務(02869.HK)、中海物業(02669.HK)。
該行降中國恆大(03333.HK)評級至「減持」,下調恆大物業(06666.HK)、時代鄰里(09928.HK)至「中性」,並全線調降物管股目標價。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.