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香港地產股有排捱😩

港股跌完又大跌,近日的重災區,轉移去到地產股身上,內房跌得多,本地的更加傷😲。

恒大(3333)的債務問題令到市場越來越擔心,中央的取態越來越明顯,救恒大基本上機會微乎其微,中資銀行股都做定壞帳準備,內房及內銀一眾大大隻的股份大跌,拖累港股少不免。

另邊廂,據報內地要求香港發展商 “協助” 解決香港房屋問題,換言之中央落了order,香港地產商到了實際表忠的時候。率先受影響包括土地儲備豐厚的地產商,所以香港的大地主們,股價跌到四腳朝天,星期一的單日跌幅有雙位數。新鴻基地產(00016)、恒基地產(00012)分別跌了13%及10%,恐怕往後香港的地產股未必有好日子過。

恒基地產及新鴻基地產擁有龐大的土地儲備,以前是這兩間地產發展商的優勢,低價買來的土地,keep住慢慢發展,終於去到今天的境地,分析員應好快重估佢地啲資產值,有機會大縮水。

內地的政策風向轉,香港不能幸免,大家投資時真的要留心。上一輪科技股,今一輪內房、內銀,以至香港的地產股,澳門賭業股又出事,這樣撐起港股還剩甚麼?

香港地產股風光不再

有人會為香港地產富豪的身家擔心,其實富豪的理財比普通人更精明、有先見,只是我們著眼點是帶不走的地產項目及上市公司價值。富豪的私人財富有幾多?放在哪裡?可能早早已做定準備,佢地都請唔少專人幫佢地獻計。

多年之前,香港經濟起飛,地產股是香港股市的支柱,有舉足輕重的份量,自從內地經濟起飛,大量國家企業南下,香港地產發展股都要靠邊站,地產商好似香港電影業一樣,一直食老本,香港空間不大就到內地重施故技,有多少好似李嘉誠一樣,在地產項目之外有更大的作為,成功走出香港?說到這裡都有點唏噓。


圖:新地及恒地過去2年股價表現

近幾年,港股冇乜作為,本土的地產股更差,表現遠遠跑輸大市。好耐都沒有聽過有人推薦香港的地產股了,短期內都難有好消息。

在此順祝大家中秋節快樂🥮,明天暫時小休,星期五再續!

(21/9/2021)

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