摩通:內房偏好華潤置地等股,物管股看好保利物業、中海物業等股
摩根大通發表報吿,認為內地房地產行業近期或保持區間震盪,預計不會出現明顯反彈,除非有證據表明政策大幅放鬆,和合同銷售出現重大拐點(目前預計明年第二季)。
在選股方面,該行會保持防守,開發商中更偏好華潤置地(1109.HK)、龍湖(0960.HK)等。在物業管理公司中,更偏好華潤萬象生活(1209.HK)、保利物業(6049.HK)、中海物業(2669.HK)和碧桂園服務(6098.HK) 。該行將世茂集團(0813.HK)、世茂服務(0873.HK)和融創服務(1516.HK)的評級下調至減持,原因是對其開發商層面流動性的擔憂加劇,並對恆大(3333.HK)、融創中國(1918.HK)、奧園(3883.HK)、禹洲集團(1628.HK)和富力(2777.HK) 持審慎態度。
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