【券商聚焦】摩根大通:若内房股回调 可于物管股中寻找机遇 华润置地(01109)及保利物业(06049)仍有上行潜力

金吾财讯
03 Oct 2024

金吾财讯 | 摩根大通发表报告指出,内房股昨日(2日)再次涨21%,相对于恒指升6%,其中陷入财困的公司甚至飙升40%至50%。该行认为,如中央数据或政策的支持逊预期,内房股或剧烈回调,惟建议可于低位的物管股中寻找机遇,考虑到风险及估值,该行认为华润置地(01109)、华润万象生活(01209)及保利物业(06049)仍有上行潜力。

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