摩根士丹利研究报告指,内房股上半年业绩盈利大致符合预期,物业发展利润令人失望,认为在物业销售不明朗下,利润受压会持续至2026年,并建议投资者选择具防守性的国企公司。大摩指,即使去年下半年的低基数有助减少按年跌幅,但下半年盈利或持续低迷。该行下调整个行业今年至2026年的每股盈利预测分别10%、10%及12%,以反映销售展望疲软、毛利持续承压及经常性收入放缓等三大因素。该行仍偏好如华润万象生活及...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.