《大行報告》摩通建議買入中國海外(00688.HK)、潤地(01109.HK)、龍湖(00960.HK)及萬科(02202.HK)等防守性內房股 物管股薦華潤萬象生活(01209.HK)、保利物業(06049.HK)、中海物業(02669.HK)及綠城服務(02869.HK)
摩通發表報告,認爲內房4月合同銷售額可能會保持疲軟,按年下降超過50%,因爲上海的封控措施仍然嚴格,對北京封城乃至更多城市或被封城的擔憂,需求端的寬鬆仍然不夠充分,認爲短期內銷售將保持疲軟,但在5月或6月可能會小幅改善。
摩通建議買入過去六個月表現強勁的防守性內房股,包括中國海外發展(00688.HK)、華潤置地(01109.HK)、龍湖(00960.HK)、萬科(02202.HK);物管股方面,看好華潤萬象(01209.HK)、保利物業(06049.HK)、中海物業(02669.HK)、綠城服務(02869.HK)。
摩通表示,4月銷售若低於預期可能會加劇對陷入財困流動性的擔憂,對龍光集團(03380.HK)、雅居樂(03383.HK)、富力地產(02777.HK)、融創服務(01516.HK)、世茂服務(00873.HK)和雅生活服務(03319.HK)保持審慎。
該行認爲,上海和北京部分地區進行封控影響屬於暫時性,因爲房屋需求只會被延後釋放而非消失。
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