瑞信:料融創中國(1918.HK)及合景泰富(1813.HK)將有強勁表現
瑞信發佈報告稱,內地數個城市,包括西安、上海及杭州公佈支持樓市政策,以減輕開發商的現金流量壓力,措施裏有提供更優惠支付土地出售條件,無錫採取的是進取立場,宣佈更加全面的措施。
該行稱,內房板塊月初至今反彈8%,跑贏同期恆指表現,相信隨着更多積極消息的到來,將會改善市場情緒並推動板塊反彈。該行表示,認為融創中國(1918.HK)及合景泰富(1813.HK)有更多催化劑,在2019財年有更強勁表現,同時也偏好旭輝控股(0884.HK),認為其現時估值吸引。
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