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摩通:內房股半年盈利或按年跌三成
摩根大通分析師表示,內房股上半年盈利或會按年下跌3成,有可能會打擊市場氣氛,在行業動盪及大多數私人房地產開發商流動性受擔憂的情況下,沒有一間房地產開發商能倖免,因此下調旭輝(00884.HK)及合景泰富(01813.HK)等的評級。
摩通認為,在內地推出更強而有力的政策及銷售復甦之前,內房股表現可能會繼續低迷,而除已停牌的恆大(03333.HK)及世茂(00813.HK)預計不會公布上半年業績外,其他內房股亦存在不發布業績的風險。不過由於在傳統旺季期間銷售按月會有所改善,加上市場猜測中央會有政策出台,預計內房股股價會於9月出現短期反彈。
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