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The popularity of internal property management shares is generally up more than 3%. 10% overseas CICC suggests seizing the opportunity of allocation of leading real estate enterprises and related property management shares.

缸邊情報 · Jan 18, 2022 22:56

繼人行日前意外逾年半首降中期借貸便利(MLF)利率10個基點及向金融系統淨投放2,000億元人民幣MLF流動性後，中金最新建議投資者積極把握均好型龍頭房企配置契機，並推薦中國海外(00688.HK)、華潤置地(01109.HK)、旭輝(00884.HK)及碧桂園(02007.HK)等。同時推薦優質房企關聯物管股保利物業(06049.HK)、旭輝永升服務(01995.HK)、華潤萬象生活(01209.HK)、中海物業(02669.HK)、碧桂園服務(06098.HK)、金科服務(09666.HK)。

內房及物管股今天全面受捧，尤其是旭輝永升服務挑戰50天線(13.07元)，最高見13.24元，現報12.96元，急彈10%。藍籌碧桂園服務終止兩連跌，股價重越10天線，最高見43.2元，現報42.6元，急彈8.7%為最強藍籌。

新城悅服務(01755.HK)三連升，股價一舉升破10天及50天線(12.67元)，最高見13.06元，現報12.82元，續漲9.2%。綠城服務(02869.HK)重越20天、10天及50天線，最高見7.67元，現報7.65元，續升9%。雅生活服務(03319.HK)最高見14.12元，現報13.98元，續彈4.6%。融創服務(01516.HK)高見8.62元，現報8.49元，續彈7.7%。世茂服務(00873.HK)高見5.79元，現報5.71元，續彈升5.9%。

金科服務終止四連跌，股價重越10天線，最高見35.9元，現報35元，回升7.2%。保利物業重越10天線，最高見62.45元，現報61.4元，回升6.1%。華潤萬象挑戰50天線(37.7元)，最高見37.85元，現報37元，續升5%。時代鄰里(09928.HK)及合景悠活(03913.HK)續彈5.4%及6.6%，分別報2.92元及3.21元，股價均重越20天線。至於中海物業四連升，最高見8.95元創半年高，現報8.81元，續升3.3%。

內房股延續昨天升勢，今天升幅普遍逾3%-6%，旭輝曾重越20天及10天線(4.79元及4.95元)，最高見5元，現報4.94元，續彈6.7%。世茂(00813.HK)重越10天及20天線，最高見5.48元，現報5.35元，續升6.4%。

時代中國(01233.HK)及龍光(03380.HK)追落後，前者股價重越10天及20天線，最高見3.85元，現報3.78元，續彈4.7%；後者股價挑戰20天及10天線(5.92及6.02元)，最高見6.01元，現報5.92元，續彈5.5%。

四大藍籌內房中海外(00688.HK)、潤地(01109.HK)、龍湖(00960.HK)及碧桂園(02007.HK)續升近4%-6%，前者股價續升4.5%曾高見23.65元創近年半高，後者股價追落後曾高見6.6元，現報6.52元，續彈5.8%。

中國奧園(03883.HK)、合景泰富(01813.HK)、中國恒大(03333.HK)、融創中國(01918.HK)、富力(02777.HK)及雅居樂(03383.HK)升3%-4.5%。

After the people's Bank of China unexpectedly cut the medium-term Lending Facility (MLF) interest rate by 10 basis points for the first time in more than a half years and released a net 200 billion yuan of MLF liquidity to the financial system, CICC's latest recommendation is to actively seize the opportunity for the allocation of leading real estate enterprises and recommend China overseas (00688.HK), China Resources Land (01109.HK), Xuhui (00884.HK) and Country Garden Holdings (02007.HK). At the same time, we recommend quality real estate related property management stocks Poly property (06049.HK), Asahi Yongsheng Service (01995.HK), China Resources Mixc Lifestyle Services (01209.HK), China Shipping property (02669.HK), Country Garden Services Holdings (06098.HK) and Jinke Service (09666.HK).

The inner room and property management unit is well received today, especially Xu Hui Yongsheng Service Challenge 50 antenna (13.07 yuan), with a maximum of 13.24 yuan, which is now quoted at 12.96 yuan and 10%. Blue chip Country Garden Services Holdings ended two consecutive declines, the stock price exceeded 10 antennas, the highest reached 43.2 yuan, is now quoted at 42.6 yuan, rapid bullet 8.7% is the strongest blue chip.

Metro Hyatt Service (01755.HK) rose three times in a row, with its share price rising above 10 days and 50 antennas (12.67 yuan), reaching a peak of 13.06 yuan. It is now trading at 12.82 yuan, up 9.2%. The Greentown Service (02869.HK) is heavy over 20 days, 10 days and 50 antennas, with a maximum of 7.67 yuan, which is now quoted at 7.65 yuan, a further increase of 9%. Elegant living service (03319.HK) is as high as 14.12 yuan, which is now quoted at 13.98 yuan, with a continuation of 4.6%. Sunac Services (01516.HK) has a high opinion of 8.62 yuan, which is now quoted at 8.49 yuan, with a continuation of 7.7%. Shimao Service (00873.HK) is as high as 5.79 yuan, now at 5.71 yuan, up 5.9%.

Jinke service ended four consecutive falls, the stock price surpassed 10 antennas, reaching a maximum of 35.9 yuan, and is now trading at 35 yuan, up 7.2%. Poly property heavy 10 antennas, up to 62.45 yuan, is now reported at 61.4 yuan, rising 6.1%. China Resources Vientiane challenges 50 antennas (37.7 yuan), with a maximum of 37.85 yuan. It is now quoted at 37 yuan, a further increase of 5%. Time neighborhood (09928.HK) and Hejing leisurely living (03913.HK) continued to play 5.4% and 6.6% to 2.92 yuan and 3.21 yuan respectively. As for the fourth consecutive rise of China Shipping property, the highest was 8.95 yuan, a half-year high, which is now reported at 8.81 yuan, a further increase of 3.3%.

Inner housing stocks continued yesterday's rise, today generally rose more than 3% MUE 6%, Xu Hui has been over 20 days and 10 antennas (4.79 yuan and 4.95 yuan), as high as 5 yuan, is now quoted at 4.94 yuan, 6.7%. Shimao (00813.HK) heavy 10 days and 20 antennas, the highest up to 5.48 yuan, now at 5.35 yuan, up 6.4%.

Time China (01233.HK) and Longguang (03380.HK) are lagging behind. The share price of the former is more than 10 days and 20 antennas, with a maximum of 3.85 yuan, which is now quoted at 3.78 yuan, with a continuation of 4.7%. The stock price of the latter challenges 20 days and 10 antennas (5.92 and 6.02 yuan), with a maximum of 6.01 yuan, which is now quoted at 5.92 yuan, with a continuation of 5.5%.

The big four blue-chip companies, 00688.HK, 01109.HK, 00960.HK and 01109.HK, rose nearly 4% and 6%. The share price of the former rose 4.5%. The share price of the former rose as high as 23.65 yuan, a half-high in recent years, while the stock price of the latter lagged behind Zeng's high of 6.60 yuan, which is now at 6.52 yuan. 5.8%.

China Olympic Park (03883.HK), Hejing Pacific (01813.HK), China Evergrande Group (03333.HK), Sunac China (01918.HK), R & F (02777.HK) and Agile (03383.HK) rose 3 per cent to 4.5 per cent.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

內房物管股受捧普遍漲逾3%-10% 中海外探頂 中金建議把握龍頭房企及關聯物管股配置契機

The popularity of internal property management shares is generally up more than 3%. 10% overseas CICC suggests seizing the opportunity of allocation of leading real estate enterprises and related property management shares.

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內房物管股受捧普遍漲逾3%-10% 中海外探頂中金建議把握龍頭房企及關聯物管股配置契機