中信證券:看好高信用龍頭房企
中信證券認為,當前地產板塊的機遇主要是,融資政策已經接近邊際收緊的頂部,估值有吸引力,部分業務可能分拆,銷售和業績增速仍然穩健。相比起傳統意義上選“大公司”,我們更建議投資者選擇“高信用公司”。預計在房價平穩的背景下,權益投資者和固收投資者的偏好將不斷趨同。推薦保利地產、招商蛇口、萬科企業(萬科A)、龍湖集團,建議關注世茂房地產和旭輝控股集團。
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