花旗：内房商11月销售优预期 首选融创(1918.HK)等七股
格隆汇 12-02 13:55
花旗发表报告表示，据其追踪第三方代理数据，34个上市的内房商11月销售数据，按年上升28%优于市场预期(10月按年升33%、9月升30%)，虽然较10月按月跌6%，指11月销售强劲反映发展商推售新盘，及迎来当地更有利的政策环境，该行估计内房商12月销售回升趋势可持续。
该行指，内房于今年首十一个月销售按年增长20%(对比首十月按年增长19%)，显示已锁定全年销售目标93%，从11月销售按年增长而言，越秀地产(0123.HK)
按年升206%、中国奥园(3883.HK)
升99%(因基数较低)、深圳控股(0604.HK)
升97%、美的置业(3990.HK)
增长81%、碧桂园(2007.HK)
升71%、旭辉(0884.HK)
增69%、及世房(0813.HK)
升60%，而融创中国(1918.HK)
(按年升48%至665亿人民币)、时代中国(1233.HK)
(按年升36%至84亿人民币)及旭辉(按年升69%至220亿人民币)销售亦录近月度新高。
花旗估计，内房12月销售可按年升8%，相信2019年全年可按年增长19%(对比目标升15%)，并估计2020年销售可按年升13%，并估计世房今年销售可达原目标118%、龙湖(0960.HK)
今年可达原目标111%、中国金茂(0817.HK)
及中骏置业(1966.HK)
今年销售均可达原目标107%。
该行估计，内地将有更多二线、三线城市调整楼市政策，并关注楼市明年下行情况能否得到稳着，并认为内房股行业前景迎来政策支持，该行的行业首选包括融创中国、世房、旭辉、龙光(3380.HK)
、龙湖集团、华润置地(1109.HK)
及时代中国(1233.HK)
。
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