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花旗:內房企11月銷售優於預期 續推龍光地產(03380.HK)為行業首選
格隆匯 12-11 10:03

著名投行花旗發表報告指出,根據其掌握的第三方代理數據,34家內房企11月銷售同比上升28%,優於市場預期,銷售增長強勁。該行預測,隨着發展商推售新盤,加之迎來當地更有利的政策環境,內房企12銷售回上升趨勢可持續,繼續推薦龍光地產(03380.HK)為行業首選。

花旗報告認為,今年前11月,部分內房企全年銷售目標鎖定較高,12月及2019年全年、2020年銷售業績可期。龍光地產基於“區域深耕+城市更新”的雙輪驅動戰略,是粵港澳大灣區產業結構升級和高淨值人口持續流入的主要受益者和資源整合者,銷售目標完成率位居地產行業前列,顯示了公司強大的執行力。花旗預測,龍光地產合約銷售及核心利潤在2020-2021年將穩定持續增長,繼續保持行業領先的盈利能力。

花旗指出,受惠於銷量優於預期,加上最新政策未有提及該行業,釋放温和政策基調,相信內房股反彈勢頭將延續,首推龍光地產等為行業首選。

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