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花旗:料內房股強勢延至明年首季 首選融創(1918.HK)等6股
格隆匯 12-09 15:08

花旗發表報告稱,受惠於今年12月樓盤銷量優於預期,加上最新政治局會議未有提及房地產行業,釋放温和政策基調,相信內房股反彈勢頭將延續至明年首季,行業首選融創中國(1918.HK)、世茂房地產(0813.HK)、旭輝(0884.HK)、龍湖地產(0960.HK)、華潤置地(1109.HK)及時代中國(1233.HK)。

花旗認為,內房12月整體銷售料可保持按年增加8%,帶動全年銷售增長達19%,較預期的增長目標15%為高。展望明年,預期內地上市房企銷售額將增加13%。

該行又指,富力地產(2777.HK)及首創置業(2868.HK)近期均獲批發行H股,反映行業信貸環境已有改善,考慮到對經濟或會遭成過度影響,預計行業信貸收緊情況最多會延續至明年首季。

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