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星展内房商正向预售目标进发首选越秀地产(0123.HK)
格隆汇 08-19 16:24
星展唯高达发表报告指,内房下半年开局良好,住宅物业销售面积按年录得正增长,7月录得销售按年增长14%。7月住宅动工按年增长则放缓至5.4%,新建住宅对销售比率轻微恶化至1.3倍。该行料下半年销售增长仍会于现水平维持,销售均价则料维持可观增长,源于来自一、二线城市之销售贡献增加。
该行相信大部分上市内房发展商可达今年预售目标,板块中首选越秀地产(0123.HK) ,惟相信潜在人民币贬值续对内房造成短期负面影响,建议收集较不受相关因素影响的企业如华润置地(1109.HK) 、中国海外发展(0688.HK) 及龙湖集团(0960.HK)
该行对内房股最新评级及目标价见下表:

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