大行评级丨野村:内房8月销售较预期强劲 首选世茂和中海外等五股
格隆汇9月2日丨野村发表报告指,基于克而瑞(CRIC)数据,该行追踪的17间内房发展商在8月的销售按年增长21%,较7月的增长16%有所加快。按月计,8月销售较7月上升4%,较季节性为强,对比去年8月销售按月持平。行业中,野村首选为华润置地(1109.HK)、中国海外发展(0688.HK)、世茂房地产(0813.HK)、旭辉控股集团(0884.HK)及中国奥园(3883.HK),评级同为买入,认为五间房企拥有稳健的资产负债表,及因销售增长跑赢和毛利率稳定,明年的盈利增长料可提速。
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