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富瑞:內房5月銷售強勁勝預期 首選旭輝(0884.HK)等5股
格隆匯 06-01 12:56

富瑞發表行業報告稱,據CRIC數據顯示,內地主要開發商5月銷售表現強勁,平均按年增長20%,優於該行預期,年初至今按年跌幅亦收窄6%,並預期第三季銷售將再現雙位數增長,因此認為第三季將是較好的入場時機,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,目標價分別為14.66港元、8.08港元、47.55港元、34.22港元、5.66港元。

富瑞指,考慮到去年高基數,預期內房6月銷售增長將回落至單位數升幅,然而,隨着發展商推出多個項目,料可帶動第三季銷售重返雙位數增長,並估計旭輝、合景泰富、寶龍地產及中駿集團於下半年銷售增幅將逾30%,而中海外、融創、世茂房地產、龍光地產及奧園則料按年增長逾20%。

該行維持板塊短期中性的看法,但預料第三季銷售將有強勁增長,因此建議在第三季增持內房股,並偏好在一、二線城市擁有豐富且低成本可售資源的發展商。

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