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交銀國際:香港地產長期前景將有所改善 偏好新世界(0017.HK)等
格隆匯 12-20 16:24

交銀國際發佈報告稱,香港地產方面長期前景將有所改善,主要由於供應緊張,這可從開發商的招標氣氛中看到,表示仍然偏好有豐富住宅貨源的開發商,包括新世界(0017.HK)和恆地(0012.HK)

該行稱,首十一個月房地產開發投資同比增長微降0.1個百分點至10.2%。該行認為,流動性的釋放將繼續幫助開發商再融資,偏好銷售執行良好、現金回籠強有力和財務狀況良好的開發商,包括首推龍光(3380.HK)和世茂(0813.HK)。

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