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港股異動丨半數內房股上漲 富瑞建議抄底 估值具吸引力
格隆匯 02-03 15:40
格隆匯2月3日丨港股市場約半數內房股錄得上漲,其中融創中國(1918.HK)漲2.76%領漲,中國金茂(0817.HK)漲逾2%。富瑞發表報告指,上月中國房地產銷售一如預期表現疲弱,政策面有望寬鬆下,目前是趁低吸納時機。報告指,根據克而瑞的數據顯示,內地30家主要開發商上月平均銷售按年下跌7%,相信疲弱銷售已為市場所預期或消化,主要是今年較早的農曆新年,以及因新型冠狀病毒爆發而令銷售惡化。富瑞認為,在開發商轉為審慎及放慢推盤步伐下,預期2月份房地產銷售仍將維持疲弱,不過由於內房股股價在1月份平均回落了13%,主要受獲利沽盤及配股消息拖累,目前該板塊估值已跌回至去年第四季的相若水平,預測市盈率只4.4倍,股價較每股資產淨值折讓47%,目前正是趁低收集優質內房股之時候。富瑞最新內房股首選依次為、旭輝(00884.HK)、融創(01918.HK)、合景泰富(01813.HK)及中駿(01966.HK),另外把世茂房地產(00813.HK)評級由“持有”上調至“買入”。
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