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《大行報告》摩通:市場過度憂慮龍湖(00960.HK)流動性 吸納防守型國企內房宜等待更佳切入點
摩根大通發表研究報告指出,內房板塊昨日(10日)下跌4%,主要由於市傳龍湖(00960.HK)商票逾期,以及內房最新的每日銷售額有惡化趨勢,過去三日按年累跌40%至50%。然而,龍湖於昨日收市後已否認有關傳聞,該行認為市場過度憂慮龍湖的流動性,惟重申包括國企在內的內房股表現將於短期缺乏正面催化劑的觀點。 該行認為,吸納防守型國企內房股如中國海外(00688.HK)、華潤置地(01109.HK)及華潤萬象生活(01209.HK)、保利物業(06049.HK)及中海物業(02669.HK)等,宜等待更佳入市時機,即直至出現如加大政策支持及銷售恢復證明等正面的訊息。該行對融創中國(01918.HK)、世茂服務(00873.HK)、金科服務(09666.HK)、富力地產(02777.HK)、碧桂園(02007.HK)及禹洲集團(01628.HK)維持謹慎看法。
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