行业上月销售胜预期内房受捧 润地/恒大/融创涨5%-7%
花旗及瑞信均指内房11月销售胜预期，内房股今天受捧大幅跑赢恒指及国指(仅分别弹0.4%及0.7%)。获花旗视为首选之一及大摩料未来15天股价有六七成机会上升(目标价41.15元)的蓝筹华润置地(01109.HK)一举重越50天、20天及10天线(34.06-34.5元)，最高见35.7元，补回10月22日大部分下跌裂口(裂口顶部35.75元)，现造35.55元，回升5%，为最强蓝筹。同为蓝筹中国海外(00688.HK)及碧桂园(02007.HK)最高见27.05元及11.28元，现造26.85元及11.16元，回升逾2%。
中国恒大(03333.HK)重越100、10天及20天线(18.72-19.4元)，最高见20.15元，现造19.98元，急弹近7%；融创中国(01918.HK)高见40.65元，创约七个月高，现造40.6元，回升6.4%。
世房(00813.HK)升破上周所创上市高位29.2元，最高见29.6元，现造29.5元，回升4.1%。龙光(03380.HK)及旭辉(00884.HK)最高见12.02元及6元，现造11.94元及6元，回升4.2%及5.1%。上月销售年升近1倍的中国奥园(03883.HK)高见11.8元，创逾四个月高，现造11.68元，回升4.3%。时代中国(01233.HK)高见15.36元，现造15.24元，回升3.5%。美的置业(03990.HK)重越4条移动平均线(百天线为19.99元)，最高见20.35元，现造20.15元，升3.9%。
万科企业(02202.HK)、绿城中国(03900.HK)、中海宏洋(00081.HK)、合景泰富(01813.HK)、富力(02777.HK)、金茂(00817.HK)及龙湖(00960.HK)也升近2%-3%，後两者升幅较大分别报5.35元及32.95元。
花旗表示，据该行追踪第三方代理数据，内地34间上市内房11月销售按年升28%优於预期，该行首选融创、世房、旭辉、龙光、龙湖、润地及时代中国。此外，瑞信追踪内地29个物业发展商11月销售按年升24%，按月跌4%；若撇除恒大後按年增长25%，按月升5%，优於市场预期。展望今年12月销情，估计部分发展商销情放缓将不会令人感到意外，但发展商已大致达到原先今年销售目标。该行首选包括中国海外、融创、旭辉及合景泰富，均予「跑赢大市」，各予目标价39.4元/55元/7.4元/13.1元。
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