Note

港股异动 | 明源云(00909)跌超4% 住宅开发市场持续调整 中金料其上半年总收入下滑5%

· Views 25

明源云(00909)跌超4%,低见1.83港元创历史新低。截至发稿,跌4.19%,报1.83港元,成交额1132.91万港元。

消息面上,中金近期发布研报称,预计1H24公司总收入将同比下滑5%;其中,受住宅开发市场持续调整影响,该行预计公司本地化部署软件及服务收入,以及云服务中的客户关系管理和天际PaaS平台业务收入或将同比下滑;预计项目建设、资产管理及运营业务线收入或将录得双位数增长。

此外,国信证券认为,7月以来,地产销售同比降幅有所企稳,但主要受基数效用影响,并未出现以“房价止跌”为标志的“真复苏”,甚至以“跌幅收窄”为代表的“准复苏”也有减弱趋势。目前仍无法判断房价何时能止跌,难以给出房企资产的真实价值。

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

FOLLOWME Trading Community Website: https://www.followme.com

If you like, reward to support.
avatar

Hot

No comment on record. Start new comment.