內房物管股捱沽 碧桂園、龍湖及新城發展挫6.5%至11%
繼中國恆大(03333.HK)上週初一口氣公佈延遲多時三份鉅額虧損財報顯示,集團截至去年底止,負債總額逾2.4萬億元人民幣後。另一內房巨頭萬達集團旗下萬達商管上週也傳出有債務違約風險。穆迪一個月內第二次將萬達商管公司家族評級大幅下調三級至「Caa1」,以反映對其流動性狀況感到憂慮。
內房股今天(24日)沽壓遠超大市,尤其是藍籌龍湖(00960.HK)兩連跌,今早低見14.34元(暫守穩6月1日所創低位14.34元),現報14.59元,續挫9.7%,成交增至1,785萬股。
其餘三大藍籌內房潤地(01109.HK)、中海外(00688.HK)及碧桂園(02007.HK)也續跌2.5%至6.5%;當中以碧桂園最傷,最低見1.28元創逾八個月低,現報1.29元,續跌6.5%。
新城發展(01030.HK)挫11%報1.25元,創逾八個月低。融創中國(01918.HK)跌5.8%報1.14元。
越秀地產(00123.HK)、萬科(02202.HK)、綠城中國(03900.HK)、金茂(00817.HK)、富力(02777.HK)、合生創展(00754.HK)、合景泰富(01813.HK)及雅居樂(03383.HK)跌逾2%至5%,後兩者最傷,分別報0.92元及1.1元。
時代中國(01233.HK)、龍光(03380.HK)及寶龍地產(01238.HK)跌近4%至5%,後者沽壓最大報0.8元。
物管股亦難倖免,尤其是上週遭高管減持的藍籌碧服(06098.HK)曾急挫16.5%低見7.53元,創近九個月低,現報7.67元,急挫15%。
藍籌華潤萬象生活(01209.HK)、中海物業(02669.HK)、融創服務(01516.HK)、合景悠活(03913.HK)、新城悅服務(01755.HK)、世茂服務(00873.HK)及雅生活(03319.HK)跌介乎逾2%至7%,後兩者最傷報1.38元及4.45元。
恆指今早低見18,755,現報18,815,回吐259點或近1.4%,總成交額378億元。
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