港股異動 | 內房股普漲 多機構料房地產政策或將放寬
格隆匯2月13日丨內房股普漲,寶龍地產(1238.HK)升5.5%領漲,融創中國、旭輝控股、萬科企業、中國奧園均漲逾2%。個股方面,寶龍地產昨晚發公告,料2019年度公司擁有人應占利潤增幅不少於40%。板塊上,匯豐研究近日發研報指,由於新冠肺炎疫情對內地經濟打來打擊,加上地方政府財政對土地銷售的高度依賴,認為房地產政策或將放寬,更預計最快於今年3月開始放寬政策以緩解當地政府的財政壓力。維持對內房行業的建設性看法,加上近期股價調整令板塊估值變得吸引。瑞信則表示,土地銷售勢頭一直是房地產政策扭轉的領先指標,預期上半年或會見到政策上出現放鬆,包括在開發商再融資、按掲借貸及新定價方面。富瑞亦指,為減低新冠肺炎對整體經濟及財政的影響,市場料未來數月將有更多政策或信貸寬鬆出台,對整個行業有利,建議投資者伺機抄底。
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