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%,其中陷入财困的股份更飙升50%至40%。该行认为,如中央数据或政策的支持逊预期,内房股或剧烈调整,惟建议可于落后的物管股中寻找机遇,考虑到风险及估值,该行认为润地(01109.HK) 、华润万象生活(01209.HK) 及保利物业(06049.HK) 仍有上行潜力。摩通对内房及物管股投资评级及目标价表列如下:股份 | 投资评级...
Source Link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%,其中陷入财困的股份更飙升50%至40%。该行认为,如中央数据或政策的支持逊预期,内房股或剧烈调整,惟建议可于落后的物管股中寻找机遇,考虑到风险及估值,该行认为润地(01109.HK) 、华润万象生活(01209.HK) 及保利物业(06049.HK) 仍有上行潜力。摩通对内房及物管股投资评级及目标价表列如下:股份 | 投资评级...
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