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內房及物管股顯着上揚 世茂、融創、龍光及世茂服務漲8%-13%
貝殼研究院監測數據顯示,2022年仍然是房企償債高峯之年,年內到期債券總額接近萬億元人民幣,根據當前月均發債500億元人民幣規模計算,房企償債壓力仍大。然而,內房及物管股今天普遍顯着造好。 據報融創中國(01918.HK)調整組織架構由七大區域調整爲九大區域,該股兩連彈兼重越10及20天線(9.83-10元),午後高見10.62元,現報10.52元,升8.9%。1月合同銷售額90.1億人民幣的龍光集團(03380.HK)股價由逾四年半低位反彈,高見4.78元,現報4.76元,反彈10%,終止四連跌。 據報獲同意推遲支付2億美元貸款至4月底的世茂(00813.HK)重越50天線,最高見6.29元,現報6.25元,續彈7.9%。1月合約銷售額年降48%至84.4億人民幣的旭輝(00884.HK),今天股價高見5.62元,現5.58元, 續漲6.7%,兩連彈。 富力(02777.HK)兩連彈,最高見3.87元,現報3.84元,續彈7.6%。雅居樂(03383.HK)及合景泰富(01813.HK)股價高見4.41元及4.45元,現報4.4元及4.43元,續彈7%及7.8%。中國奧園(03883.HK)最高見1.73元,現報1.72元,續升5.5%。中駿集團(01966.HK)近日穩步上升,報1.93元,續升4.9%。 四大藍籌內房升1.5%-4.1%,中海外(00688.HK)及碧桂園(02007.HK)升幅最大,股價均升逾4%,分別報24.45元創年半高及6.78元;潤地(01109.HK)續升逾3%報39.75元,股價直逼去年4月所創高位41.3元。 至於物管股則以世茂服務(00873.HK)表現最好,股價兩連彈高見6.95元,現報6.93元,續漲13%。合景悠活(03913.HK)高見3.71元,現報3.66元,續升7.6%,股價重越50天線。 雅生活服務(03319.HK)、新城悅服務(01755.HK)、藍籌碧桂園服務(06098.HK)、融創服務(01516.HK)、時代鄰裏(09928.HK)及旭輝永升服務(01995.HK)升逾3.5%-7%,後兩者最強。
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