You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:对内房看法中性 推荐世房(0813.HK)、旭辉(0884.HK)等
格隆汇 02-03 11:47

大和发布报告称,受公共卫生事件影响,预计内地特别是湖北省的房屋销售,上半年将受到负面影响,虽然本次公共卫生事件时间或比非典长,但相信不会影响长期住房需求,以及内房发展商的长期增长。

该行表示,对内房看法中性,同时仍推荐世茂房地产(0813.HK)、旭辉(0884.HK)、越秀地产(0123.HK)、龙湖(0960.HK)、华润置地(1109.HK)及中海外(0688.HK)。

该行称,认为上半年合同销售慢于预期,不会对今年的再融资计划产生重大影响。该行还称,非典期间内房仍处于发展初期,对内房没有任何实质性和持久的影响,但认为本次公共卫生事件影响与2003年不同,因此认为非典的情况不是当前情况的可靠指南,预计发展商将面临充满挑战的运营环境,建议采用选择性投资方法。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account