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野村7月内房销售放缓符预期估计增速自10月起可望加快
格隆汇 08-01 15:22

野村发表研究报告指出,7月份内房销售增长放缓,在预期以内,主要反映高基数的影响,估计8、9月的销售将保持稳定,按年增长约15%,增速自10月起可望加快,因为基数减低和第四季政策或会放宽。

野村建议投资者采取防守性策略,首选股份为(1)低风险者:如华润置地(1109.HK)和中国海外发展(0688.HK),以及(2)派息能见度高者:如世茂房地产(0813.HK)、旭辉和中国奥园。

报告指出,内房7月份的销售按年增长16%,较6月的19%升幅放缓,按月比较,升幅亦减慢至29%,与去年同期约28%跌幅相若。今年首七个月,销售按年升12%,发展商平均已实现55%之全年销售目标,但部分内房如富力地产和融创则落后于目标。

野村预期,内房股于8、9月间缺乏股价催化剂。

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