《大行報告》摩通料內房股屬短暫反彈 料本季區間波動
摩根大通發表研究報告指,昨日(11日)在港上市的內房股股價飆升並跑贏大市。該行認為,這可能是受到半夏投資管理中心創始人李蓓上周發表的一些積極評論所推動。該行提到,地產行業的A股於上周五表示積極,由於香港股市剛剛在假期後重新開市,相信港股可能只是反應遲緩。
該行認為,由於內房行業最近觸及交易區間底部,認為近日飆升更可能只是技術反彈的藉口,又指出升勢主要是由空頭回補推動,該行認為實際買入流量僅限於國有企業。
摩通表示,由於內房A股同日僅上升1%,該行認為這次內房H股反彈並非出於政策預期,故反彈或屬於短暫,加上內房業的每周銷售量開始減弱,重申行業可能在今年第二季保持區間波動,該行看好國有企業如中國海外(00688.HK)、華潤置地(01109.HK)、保利物業(06049.HK)、中海物業(02669.HK)和華潤萬象生活(01209.HK)。
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