《大行報告》摩通:相信內房股昨日回升由短倉回補帶動 待更好入市點吸納防守型國企背景內房
摩根大通發表報告指,經過一周的調整後,由於中銀保監承諾「保交樓」,內房股昨日(18日)回升了4%,該行相信主要是由短倉回補推動。
不過,摩通認為,內地需要有更具體的措施處理是次爛尾樓事件,以重新獲得置業人士的信心,亦要有證據表明行業銷售持續復甦。該行估計行業或會保持疲弱,預期任何股價上升都屬短暫,因市場憂慮有關風險或傳至更高質素的發展商。
該行建議等待更好的入市時機,吸納防守型、有國企背景的內房企業,包括中國海外(00688.HK)、華潤置地(01109.HK)、華潤萬象生活(01209.HK)、保利物業(06049.HK)及中海物業(02669.HK),並對所有陷入困境的房企維持審慎。
內房股份│評級│目標價
華潤置地(01109.HK)│增持│45元
中國海外(00688.HK)│增持│32元
萬科企業(02202.HK)│增持│25元
龍湖集團(00960.HK)│增持│50元
碧桂園(02007.HK)│增持│7.6元
旭輝控股(00884.HK)│增持│6元
融創中國(01918.HK)│減持│4.1元
中國金茂(00817.HK)│減持│3.5元
物管股份│評級│目標價
碧桂園服務(06098.HK)│增持│58元
華潤萬象生活(01209.HK)│增持│47元
保利物業(06049.HK)│增持│72元
恆大物業(06666.HK)│減持│2元
中海物業(02669.HK)│增持│11.5元
綠城服務(02869.HK) │增持│12元
融創服務(01516.HK)│減持│4.7元
金科服務(09666.HK) │中性│19.5元
旭輝永升服務(01995.HK)│增持│16.5元
雅生活服務(03319.HK)│減持│11.5元
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