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港股異動丨內房股走強 花旗料上市內房今年盈利增長15%可現實
格隆匯 04-07 13:16
格隆匯4月7日丨內房股走強,其中龍光地產(3380.HK)漲逾4%領漲。花旗發表最新報告,認為內房股有進一步反彈空間。該行預計,內房第二季度銷售好轉,加上部分特定城市推出針對需求端的政策,而且有應對宏觀風險的積極財政政策等因素支撐。花旗預料內房將在2020年脱穎而出,行業風險不高,並認為預測上市內房今年盈利增長15%是現實的。該行指出,內房主要風險是經濟放緩或貨幣財政政策實施得太遲導致購買力下行,但購買力風險可以通過需求方政策來抵消,並強調保護房地產市場就是保護避免發生系統風險。花旗表示,具有更好增長和逆週期優勢(如土地儲備或租金收入)的內房股估值溢價正在擴大,看好世房(00813.HK)、旭輝(00884.HK)、合景泰富(01813.HK)、龍光地產(03380.HK)、龍湖(00960.HK)和融創中國(01918.HK)。
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