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中國恆大(03333.HK)債務違約憂慮略紓緩股價彈逾一成 合景泰富/雅居樂/融創續彈10%-11%
市傳中央接近爲中國恆大(03333.HK)敲定「一拆三」重組協議,最終恆大將轉型爲國有企業。此外,中國恆大與債權人就本土債息支付達共識,市場對集團債務違約憂慮略爲紓緩。中國恆大股價扭七連跌屢創逾十年低頹勢,今早高見3元,半日收2.51元,反彈10.6%,成交激增至5.52億股,爲近幾年罕見。 內房股也延續假前彈勢,融創中國(01918.HK)承週二由逾4年低位倒升8.5%勢,今早股價挑戰10天線(15.79元),最高見16.4元,半日收15.62元,續漲11%。 藍籌碧桂園(02007.HK)由逾四年半低位6.5元連彈第二天兼重越10天線(7.53元),最高見8.14元,現報7.67,續升7.6%;旗下斥百億人民幣收購綜合物管公司富良環球後獲野村維持看86.4元碧桂園服務(06098.HK)由逾九個月低位連彈兩天兼挑戰10天線(53.42元),最高見54.85元,現報52.75元,續升10%,爲最強藍籌。 獲主要股東提供80億元資金應付短期到期債務的富力(02777.HK)由逾八年低位4.18元連彈第二天,最高見5.28元(受制10天線5.32元),現報5.13元,續彈6.7%。 藍籌龍湖(00960.HK)及潤地(01109.HK)高見35.1元(重越10天線33.76元)及31.6元(暫受制百天線31.88元),半日收34.05元及31.1元,續升8.3%及6.9%;藍籌中海外(00688.HK)曾一舉重越10天及20天線(17.1元及17.48元),最高見17.66元,現報17.42元,續升6.7%。 萬科(02202.HK)、綠城中國(03900.HK)、世茂(00813.HK)、雅居樂(03383.HK)及合景泰富(01813.HK)續彈4.8%-9.8%,後兩者升幅最大股價重越10天線,分別高見7.21元及7.25元,半日收7.2元及7.03元,齊續漲9.8%。 此外,內銀以恆大主要「債主」之一的民生銀行(01988.HK)升幅最大,股價由近九年低位2.56元連彈兩天兼挑戰10天線(3.09元),最高見3.15元,半日收3.03元,續升9%。藍籌招行(03968.HK)、農行(01288.HK)及信行(00998.HK)也續彈逾3%,分別高見62.4元、2.71元3.48元。
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