《即日市評》港股中秋節倒升 友邦走強 地產股造好
受友邦(01299.HK)及中國平安(02318.HK)等帶動下,港股今日中秋節先跌後回升。恆大事件引發投資者憂慮,美股道指及納指昨各跌1.8%及2.2%;市場觀望美聯儲局將於本港時間週四凌晨公佈議息結果,執筆之時美國十年期國債孳息率跌至1.338釐,美匯指數回落至93.2,美股道指期貨最新升372點或1.1%,納指期貨最新升近1%。內地A股因中秋節今日休市,週三(22日)復市。
港股今反覆回升,恆指低開231點,早段曾跌327點一度低見23,771點,其後反覆回升,曾高見24,284點,最終全日升122點或0.51%,收24,221點;國指升1點或0.02%,收8,640點;恆生科技指數跌28點或0.46%,收6,242點。大市全日成交總額1,192.02億元,滬、深港通南下交易因內地中秋節假期暫停。而港股明天因中秋節翌日休市。
地產股回升,新地(00016.HK)股價升1.7%,恆地(00012.HK)升2.1%;香港地產建設商會稱未聞中央與業界會晤,行政長官林鄭月娥指難以評論有關中央與本港地產商對話的傳言,但指近年發展商更願意配合政府施政。
【地產股回升 友邦平安強】
保險股有買支持,友邦全日股價彈近6%收88.75元,中國平安(02318.HK)股價上揚2.4%。裏昂發表報告指,中國平安在過去一個星期股價下跌13%,認爲市場反應過度,所下跌的市值額多過其對國內房地產的風險敞口,該行維持平安「買入」評級,目標價維持在83元不變。
裏昂重申,平保只有5%的保險基金是投資在房地產,而對華夏幸福(600340.SH)的投資的66%已經作出了撥備,餘下風險敞口只有180億元人民幣,另外對恆大並無任何敞口,而且透過平安信託對房地產的投資並不在資產負債表內,因此在萬一出現違約的時候,平保不會承擔責任。
【恆大系靠穩 內房股反彈】
港股今日主板市寬改善,主板股票的升跌比率爲25比15(上日爲5比40),上升股份1,050只(升幅3.1%);恆指成份股今日38只股份上升,下跌股份18只,升跌比率爲63比30(上日爲5比95);大市今日錄沽空186.93億元,佔可沽空股份成交998.52億元的18.72%(上日22.651%)。
中國恆大(03333.HK)全日股價跌0.4%收2.27元,恆大物業(06666.HK)股價升2.9%。恆大主席許家印於中秋向恆大全體員工發佈全員信指,堅信恆大一定能儘快走出至暗時刻,加快推進全面復工復產,實現「保交樓」目標,向購房者、投資者、合作夥伴和金融機構交出一份敢擔當、負責任的答卷,又指要更加緊密團結,全力以赴履行好社會責任。
內房股回升,碧桂園(02007.HK)股價彈8.9%,華潤置地(01109.HK)揚4.9%,而富力(02777.HK)急彈12.1%。裏昂發表報告指,緊接着出售物業管理業務後,富力獲主要股東李思廉及張力提供80億元資金支持,認爲行動反映出主要股東對解決短期流動性問題的承諾,以及對公司股權價值的信心,料有助於緩解投資者對富力的流動性擔憂及未來六個月股價壓力。
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