《大行報告》摩通對內房股與本港地產股投資評級及目標價(表)
摩通發表研究報告,對內房股及本港地產股投資評級及目標價表列如下:
股份 | 投資評級 | 目標價(港元)
內房股
華潤置地(01109.HK) | 增持 | 43元
中國海外發展(00688.HK) | 增持 | 22元
萬科企業(02202.HK) | 中性 | 8.5元
中國金茂(00817.HK) | 中性 | 1.25元
龍湖集團(00960.HK) | 中性 | 9元
新城發展(01030.HK) | 減持 | 0.8元
碧桂園(02007.HK) | 減持 | 0.54元
融創中國(01918.HK) | 減持 | 0.6元
世茂集團(00813.HK) | 減持 | 0.5元
內房物管股
華潤萬象生活(01209.HK) | 增持 | 43元
中海物業(02669.HK) | 增持 | 9元
保利物業(06049.HK) | 增持 | 50元
綠城服務(02869.HK) | 中性 | 4元
雅生活服務(03319.HK) | 減持 | 4.5元
碧桂園服務(06098.HK) | 減持 | 5.9元
融創服務(01516.HK) | 減持 | 1.2元
本港地產股
新鴻基地產(00016.HK) | 中性 | 72元
長實集團(01113.HK) | 增持 | 45元
恆基地產(00012.HK) | 中性 | 19.5元
信和置業(00083.HK) | 增持 | 10元
新世界發展(00017.HK) | 減持 | 8.9元
收租股
太古地產(01972.HK) | 中性 | 15元
九龍倉置業(01997.HK) | 中性 | 28.5元
恆隆地產(00101.HK) | 中性 | 9.5元
房託基金
領展房產基金(00823.HK) | 增持 | 53元
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