《大行報告》摩通:捕捉內房股潛在升勢 仍偏好純國企中海外(00688.HK)及潤地(01109.HK)
摩根大通發表研究報告指,內房股周一(20日)股價表現抽升,相信是由於內地30個主要城市的每週銷售數據強勁反彈,指出若銷售勢頭可在未來幾個星期持續,將有利於內房股表現持續向好。
該行指,根據中國房地產指數系統數據,內地40個主要城市最新銷售額按周增長40%,按年計亦升2%,較前一星期的按年跌33%大幅改善。該行表示,雖然由於基數影響,預期本周或再錄得按年下跌,但跌幅收窄反映市場有所改善。
摩通又指,內房為近期表現最差的行業之一,憧憬潛在反彈,該行目前繼續看好國企開發商,包括中國海外(00688.HK)及華潤置地(01109.HK);物管股中看好華潤萬象生活(01209.HK)、保利物業(06049.HK)及中海物業(02669.HK),亦建議投資者關注回調較多的萬科(02202.HK)、龍湖(00960.HK)及金茂(00817.HK)。
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