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中金:建議投資者積極加配內房股 重點推薦融創、旭輝等
格隆匯 12-24 11:16

中金髮表報告指,上週內地重點城市推盤量有所增加,銷售去化率同步提升,預計所監測的香港上市內房股今、明兩年平均盈利增速均超過20%,建議投資者積極配置內房股。

報告指,上週持續監測的60個內地城市新樓銷售面積按年下降5%,跌幅較前一個星期跌1%再擴大,月初至今累計按年下跌6%。期內10 個重點城市推盤量按年增長13%,去化率則較前週上升10個百分點至70%。

中金表示,現時監測的香港上市內房股股價水平為2020年市盈率約6.7倍,考慮到當前基本面温和下行、政策調整空間加大,以及房企年末盈利表現,預計監測房企今、明兩年平均盈利增速均逾20%,建議投資者積極加配內房股,首選高成長、低估值龍頭,重點推薦融創中國(01918.HK)、旭輝(00884.HK);物業管理板塊重點推薦碧桂園服務(06098.HK)。該行亦看好基本面表現良好的時代中國(01233.HK)、中國金茂(00817.HK)、華潤置地(01109.HK)、龍湖(00960.HK)及中國海外(00688.HK)等。

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