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內房股普遍捱沽 世茂及富力挫約9%-11% 延發業績惹憂慮
《REDD》上周尾引述兩名聘請羅兵咸永道為核數師的民營房企及兩名接近羅兵咸永道消息人士指,羅兵咸永道計劃逐步退出對中資民營房地產商的審計業務。此外,多間內房延遲公布業績或發盈警,其中融創中國(01918.HK)延遲公布全年業績兼下月起停牌,拖累股價今天急挫20%曾低見3.83元,成交急增至6.44億股。 其餘內房也普遍捱沽,尤其是延遲公布全年業績兼料去年轉蝕不少於80億人民幣的富力(02777.HK)股價五連跌,午後低見2.56元,現報2.6元,下挫11%,成交已達2,676萬股。 核數師辭任兼盈警料全年核心盈利按年跌57%的世茂(00813.HK)繼續下滑,午後低見3.92元,現報3.94元,續跌8.8%,成交增至3,434萬股。 核數師辭任兼延遲公布業績寶龍地產(01238.HK)屢尋底,最低見1.95元創逾五年低,現報2.04元,續跌4.7%。後天放榜龍光(03380.HK)續跌6.2%報1.98元。可能延遲公布全年業績的中國奧園(03883.HK)低見0.98元,現報1.01元,續跌7.3%。 明天放榜的合景泰富(01813.HK)及後天放榜的雅居樂(03383.HK)低見2.92元及3.7元,現報2.98元及3.71元,續跌4.5%及7.7%。明天放榜的時代中國(01233.HK)反覆續跌3.7%報2.35元。 明天及後天放榜的藍籌內房潤地(01109.HK)及中海外(00688.HK)報35.25元及23.25元,分別續跌1.5%及回落2.1%。同為藍籌龍湖(00960.HK)續跌3.2%報37.3元。 然而,明天放榜藍籌碧桂園(02007.HK)反覆續彈3.4%報5.7元。上周公布全年多賺44%增派息綠城中國(03900.HK)反覆續升逾1%曾高見14.34元創約年半高。
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