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【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

[Brokerage Focus] JPMorgan: If mainland real estate stocks pull back, opportunities can be found in property management stocks. China Resources Land (01109) and Poly PPT Ser (06049) still have upside potential.

Golden Guard Financial News ·  Oct 3 11:34

Gold Guard Financial News | JPMorgan's report pointed out that mainland real estate stocks rose by 21% yesterday (2nd), compared to a 6% increase in the Hang Seng Index. Some financially troubled companies even surged by 40% to 50%.

The bank believes that if support from central data or policies falls short of expectations, mainland real estate stocks may experience a sharp pullback. However, it is recommended to seek opportunities in property management stocks at low levels considering risks and valuations. The bank believes that China Resources Land (01109), China Resources MixC (01209), and Poly Property Services (06049) still have upside potential.

The translation is provided by third-party software.


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