You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通料內房股第二季將跑輸大市 料第三季或迎再介入機會
摩根大通發表報告指,上周內房股跑輸國企指數7%,相信是由於新動工量低於預期、高頻銷售數據走軟、未經證實的市場猜測,即部分開發商的再融資困難或商業票據違約、債券拋售、宏觀數據弱軟引發對樓市復甦的疑慮、及對股權融資的憂慮。該行重申,預期內房股第二季將跑輸大市,行業或會保持低迷,直到出乎意料且強而有力的政策寬鬆及銷售及宏觀數據得到改善。 該行認為,由於基數較低,5月內房銷售按年增長料仍為正數,惟隨著基數變高,6月或按年轉跌。如果短期內沒有積極的催化劑,料第三季才再有介入機會。該行建議做多中國海外(00688.HK),做空萬科(02202.HK)。
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.
uSMART
Wealth Growth Made Easy
Open Account