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:短期對內房及香港地產股保持審慎立場
摩通發表研究報告指,看到更多全球長線策略的投資者出售國營內房股,避險基金繼續積極做空香港地產股,短期對內房及香港地產股保持審慎立場。內房方面,銷售數據疲軟、缺乏強勁政策迴應,或影響市場情緒,對於高質素國企內房,亦缺乏較大催化劑,料最佳入市時間應在3月底公佈業績後,以待盈利前景不明朗的因素消退,認爲首要避免的是融創中國(01918.HK)、碧桂園服務(06098.HK)、碧桂園(02007.HK)。 至於香港地產股方面,該行指股票表現受利率下調預期轉弱所拖累,在這種情緒下,多做領展(00823.HK)及做空九倉置業(01997.HK)的配對交易並非較佳做法。多做長實(01113.HK)及做空新世界發展(00017.HK)配對交易仍然可行。(ca/cy) ~
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