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邱俊瑜先生 (Porter Yau)
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主要按基本因素選股,但有時也會參考圖表、技術分析。除股票外,亦經常研究期權 。歡迎來電賜教或交流心得。
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內房融資回暖下的短綫炒作

Monday, November 22, 2021 Views5883

內房融資回暖下的短綫炒作

 

內房再傳來融資回暖,據報綠城房地產集團將在銀行間市場發行20億元(人民幣.下同)3年期中期票據,本期中期票據的信用等級為AAA。此外,北京首都開發股份有限公司也將在銀行間市場發行27億元中期票據。


近期房企的內部融資環境亦呈現回暖跡象,11月份以來,房地產企業在銀行間市場計劃發行債券的規模已超過整個10月的發行規模。此前,有指潤地(01109)旗下公司旗獲批出20億元購房尾款資產證券化(ABS),為近月首批重啟的ABS項目。

 

對於內房債務問題,現在是人人提心吊膽;風眼一定落在恆大地產 (3333 )身上,其股價由上年7月時高位27元跌至現價2.78元,估值接近蒸發了9成!

 

便宜貨一定是買在十分悲觀時,而現時正正處於關鍵時期。穩健的投資者可以參考早前推薦的三條紅線下的受惠者---中國海外發展(00688)或華潤置地有限公司 (1109);而想博短綫炒作的一定選風眼恆大地產 (3333)或融創中國(1918) 。
 
恆大地產 (3333)
買入價:2.78
目標價:4.8
止蝕價:2.2
 
融創中國(1918)
買入價:14.8
目標價:21
止蝕價:12.8
 
如12月底未能到目標價,建議先行沽出!

 

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