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摩通指內房銷售改善次季股價有望定向回升 龍光、富力、綠景及時代逆彈逾5%-7% 中海外再破頂
摩通認為,在需求側政策更加寬鬆情況下,內地房地產銷售情況改善,將推動內房股價於次季出現定向回升。內房股今天普遍逆市造好,尤其是富力(02777.HK)及時代中國(01233.HK)反覆高見3.4元及3.46元,現報3.36元及3.42元,回升5.7%及7.9%。龍光(03380.HK)反覆高見2.99元,現報2.89元,回升6.3%。綠景中國地產(00095.HK)升6.9%報1.39元;雅居樂(03383.HK)重越百天線(4.31元),最高見4.41元,現報4.38元,回升3.3%。寶龍地產(01238.HK)回升4.4%報2.87元。 獲摩通視為行業中長期首選股之一藍籌中國海外(00688.HK)及華潤置地(01109.HK)也反覆造好,前者股價高見27.2元創近兩年高,現報26.9元,回升4.3%,後者股價回升3.1%報39.35元。 萬科(02202.HK)及中國金茂(00817.HK)分別獲摩通升價近32%至25元及46%至3.5元,評級均由「中性」上調至「增持」,兩者股價反覆回升2.7%及3.2%,報21.3元及2.86元。 同獲摩通升級至「增持」及升價近27%至7.6元的藍籌碧桂園(02007.HK)高見6.74元,現報6.65元,回升3.7%。綠城中國(03900.HK)繼昨天由上市高位回吐後,今天股價回升2.4%報16.18元。 獲摩通認為短期可望追落後的旭輝(00884.HK)及藍籌碧桂園服務(06098.HK)高見4.99元及40元,現報4.86元及39.8元,回升3.8%及4.3%。 摩通認為,在需求側政策更加寬鬆情況下,內地房地產銷售情況改善,將推動內房股價於次季出現定向回升,但同時或出現大幅波動。該行預期,內地物管股現時市盈率約17倍,較內房有更大上升空間,行業中長期首選仍然為華潤置地、中國海外、龍湖(00960.HK)及華潤萬象生活(01209.HK),短期追落後則包括萬科、旭輝、金茂、碧桂園,以及碧桂園服務、保利物業(06049.HK)、旭輝永升(01995.HK)及綠城服務(02869.HK)。該行將金茂、萬科、碧桂園的投資評級由「中性」上調至「增持」,將綠城服務評級由「減持」升至「增持」。
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