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《大行報告》摩通:龍湖(00960.HK)、碧服(06098.HK)及新城(01030.HK)等高啤打民企內房短期或跑贏 國企現水平中海外(00688.HK)及保利物業(06049.HK)或有較多上升空間
摩根大通發表報告指,扣除上半年錄得淨虧損內房股,內房整體上半年核心盈利按年跌6%,而物管公司平均有6%按年增長,國有企業及私營企業的分化仍然存在,雖然行業波動,但部分公司增長未脫軌,例如建發國際(01908.HK)、中海物業(02669.HK)、華潤萬象生活(01209.HK)上半年盈利均有超過30%增長。 該行預期在今年餘下時間,銷售及政策是推動股價的主要動力,受惠近期「認房不認貸」及降低首付比例等措施,在未來幾星期銷售數據較強下,相信內房短期股價強勢。短期而言,龍湖(00960.HK)、碧服(06098.HK)及新城發展(01030.HK)等高啤打民營內房短期或跑贏;國企方面,認為中國海外(00688.HK)及保利物業(06049.HK)可能有較多上升空間。
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