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富瑞:料內房第三季才是較好的入場時機 首選旭輝(0884.HK)等5股
格隆匯 05-25 12:52

富瑞發表行業報告稱,中國政府重申對內地房地產市場“住房不炒”、“因城施策”,對板塊短期維持“中性”看法,預料第三季才是較好的入場時機,並維持合景泰富(1813.HK)、旭輝(0884.HK)、融創中國(1918.HK)、中海外(0688.HK)及中駿集團(1966.HK)為行業首選,分別給予14.66、8.08、47.55、34.22、5.66港元的目標價。

富瑞指,展望第三季,在強勁的銷售熱潮下,相信內房板塊表現將轉好,故認為第三季將是較好的入市時機,並建議增持內房股。

該行偏好在一、二線城市擁有豐富且低成本可售資源的發展商,此外也預期合景泰富及融創中國將於今年7至8月遞交分拆其物業管理公司的申請,料成良好的催化劑,進一步刺激其銷量強勁反彈。

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