《大行報告》高盛降內房今年銷售預測至跌10% 普遍下調內房股目標價
高盛發表報告指,年初至今,內房股由高位平均回調18%(1月10日至2月3日),但其後又反彈了10%,相信市場預期政府將有更多政策放鬆(特別是在需求方面),是主要的推動力。
該行表示,前所未有的新型冠狀病毒肺炎疫情爆發,及密集的控制措施顯示近期經濟增長及居民收入有下行風險,預期市場情緒較2003年非典型肺炎期間需要更長時間恢復,因此預料內房行業的復甦之路將會顛簸。
高盛下調對內房今年的銷售預測,由原來預期跌5%降至預期跌10%,合約銷售增長由原來預期平均升19%,下調至料升10%。該行又普遍下調內房股目標價,對行業今年至2022年的每股基礎盈利預測分別下調4%、7%及7%(ek/u)~
阿思達克財經新聞
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