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野村料内房中期业绩及派息没惊喜首选旭辉及世房
格隆汇 07-16 14:19

野村发表中国房地产行业研究报告,预期该行所追踪的内房中期核心盈利可上升12%,惟毛利率会有所下跌,令业绩表现中性及平淡,估计大部分企业派息亦未见惊喜。该行相信,市场气氛自今年七月起改善,不过仍然建议投资者需要审慎选股,行业首选为旭辉控股(0884.HK)和世世茂房地产(0813.HK),予两股“买入”评级。

野村又相信,发展商上半年的合同销售额按年升10%,佔全年目标的47%,故此预料即使大部分内房可超额完成上半年销售目标,亦不会上调全年目标。在低基数效应、流动性及政策有机会放宽下,野村相信内房下半售额会按年提升32%。

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