摩根大通發表報告,對內地發展商及物管股投資評級及目標價表列如下:發展商|投資評級|目標價(港元)萬科(02202.HK) +0.070 (+1.818%) 沽空 $1.69千萬; 比率 7.562% |中性|22元龍湖(00960.HK) +0.350 (+3.704%) 沽空 $2.74千萬; 比率 12.200% |增持|52元潤地(01109.HK) +0.750 (+2.964%) 沽空 $9.05千萬; 比率 18.342% |增持|41元中海外(00688.HK) +0.760 (+6.260%) 沽空 $1.24億; 比率 24.530% |增持|22.5元碧桂園(02007.HK) 0.000 (0.000%) |中性|6.8元相關內容《藍籌》中國海外(00688.HK)首季經營溢利按年升0.2% 剔除匯兌淨損益增22.2%大型內房融創(01918.HK) +0.010 (+1.031%) 沽空 $2.46百萬; 比率 2.361% |減持|12元恒大(03333.HK) 0.000 (0.000%) |減持|1.7元世茂(00813.HK) +0.015 (+4.688%) |增持|22元龍光(03380.HK) 0.000 (0.000%) 沽空 $35.05萬; 比率 4.303% |減持|5.9元旭輝(00884.HK) +0.005 (+1.961%) 沽空 $8.90萬; 比率 0.312% |增持|6.7元新城發展(01030.HK) +0.100 (+9.804%) 沽空 $4.99百萬; 比率 7.410% |中性|5.8元金茂(00817.HK) +0.010 (+1.754%) 沽空 $1.85百萬; 比率 13.378% |減持|2元中型內房雅居樂(03383.HK) +0.040 (+9.302%) 沽空 $8.64百萬; 比率 7.131% |中性|6.3元寶龍地產(01238.HK) +0.020 (+3.774%) 沽空 $24.85萬; 比率 3.825% |增持|8.7元合景泰富(01813.HK) 0.000 (0.000%) |增持|7.8元富力地產(02777.HK) +0.050 (+6.410%) 沽空 $18.95萬; 比率 3.656% |減持|3.5元時代中國(01233.HK) +0.004 (+2.778%) |中性|6.1元中駿集團(01966.HK) 0.000 (0.000%) │增持│4.0奧園(03883.HK) 0.000 (0.000%) |減持|3.5元禹洲(01628.HK) +0.007 (+12.500%) |減持|1元物管股碧服(06098.HK) +0.040 (+0.860%) 沽空 $1.59千萬; 比率 12.378% |增持|85元華潤萬象生活(01209.HK) +0.250 (+0.926%) 沽空 $2.36千萬; 比率 14.870% |增持|58元融創服務(01516.HK) 0.000 (0.000%) 沽空 $1.54百萬; 比率 10.650% |增持|27元恒大服務(06666.HK) +0.025 (+5.155%) |減持|3.4元相關內容《大行》花旗降中駿集團(01966.HK)及新城悅服務(01755.HK)目標價 永升服務(01995.HK)輕微上調至1.4元大型物管世茂服務(00873.HK) +0.010 (+1.351%) |增持|26元雅生活(03319.HK) +0.130 (+4.924%) 沽空 $6.86百萬; 比率 12.779% |中性|35元金科服務(09666.HK) +0.060 (+0.664%) |增持|75元旭輝永升(01995.HK) +0.070 (+4.895%) 沽空 $35.38萬; 比率 1.718% |增持|22元綠城服務(02869.HK) +0.020 (+0.631%) 沽空 $81.67萬; 比率 9.141% |減持|7.5元保利物業(06049.HK) +0.800 (+2.974%) 沽空 $5.88百萬; 比率 6.420% |中性|47元中海物業(02669.HK) +0.100 (+2.358%) 沽空 $8.38百萬; 比率 24.016% |減持|6元中型物管新城悅(01755.HK) +0.150 (+5.976%) |增持|25元合景悠活(03913.HK) +0.010 (+3.279%) |增持|9元寶龍商業(09909.HK) +0.050 (+2.101%) |增持|34元(da/u)(港股報價延遲最少十五分鐘。沽空資料截至 2024-04-25 16:25。)