《大行報告》摩通料內房股反彈不會持續 維持逢低吸納國企內房策略
摩根大通發表報告指,自8月中以來,內房股表現跑贏MSCI中國指數17%。到目前為止的反彈已經持續了26個交易日,而過去五次反彈的平均時間只有22天。但認為即使有政策放鬆的預期,內房股反彈亦不會持續,因為本月銷售仍然疲軟、配股風險、疫情封城憂慮,以及獲利回吐等。
選股方面,該行將等待一個更好的切入點來逢低吸納國企內房,包括中國海外發展(00688.HK)、華潤置地(01109.HK)、華潤萬象生活(01209.HK)、保利物業(06049.HK)、中海物業(02669.HK)。同時會在反彈時賣出受困的內房股。該行對融創服務(01516.HK)、世茂服務(00873.HK)、富力地產(02777.HK)和龍光集團(03380.HK)持審慎態度。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.