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內房逆升 中國地產(00095.HK)飆32% 綠城中國(03900.HK)屢破頂
就佳兆業集團(01638.HK)與招商蛇口(001979.SZ)及中國長城訂立戰略合作(包括合營安排及資產收購)協議,瑞信發表報告認爲,此舉顯示國企更加積極參與內房發展商資產處置,兼且留意到內地多個城市陸續放鬆內房政策,包括蘭州、衢州及秦皇島。該行預計,利好消息將會繼續提振市場情緒,尤其是開發商負面消息很大程度上已在股價上反映。該行料高啤打值的內房股短期股價跑贏大市,但最大風險是潛在配股因素。 內房股今天普遍逆市造好,尤其是綠景中國地產(00095.HK)三連升,今天股價一舉突破50天及百天線(1.2元及1.34元),最高見1.58元,現報1.39元,急漲32%,成交急增至6,866萬股。綠景中國上月尾公佈,去年純利按年減少66.6%至11.53億人民幣(盈警時預測減少70%),總營收按年減少19%至43.78億元人民幣。 時代中國(01233.HK)續升9.5%報3.44元,正朝着百天線(3.54元)進發,成交急增至3,591萬股。富力(02777.HK)反覆續升8%報3.34元,股價正朝着50天線(3.4元)進發。 合景泰富(01813.HK)、旭輝(00884.HK)、寶龍地產(01238.HK)、龍光(03380.HK)及綠城中國(03900.HK)續升逾4%-6%,後者股價屢破頂,最高見17元,現16.84元,續升6.3%。
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