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《大行報告》摩通:內房5月銷售開啟升勢 大型股看好萬科及潤地
阿思達克 06-01 14:26
摩通發表研究報告,指主要發展商5月在內地銷售升13%,較4月升3%為快,而今年至今銷售跌4%,符預期。在目前情況下,預期上半年的合約銷售持平,並已消除大部份的負面因素。

該行指,內地房地產主要由市場力量和政策主導,但市場目前太過著重其基本面,即環球經濟衰退的憂慮,而忽略了貨幣寬鬆和政策支持等正面影響,相信銷售數字有助改善市場預期,令行業在6月繼續跑贏大市。

該行看好落後股,在宏觀方面對估值充滿信心,大型股看好萬科企業(02202.HK)和潤地(01109.HK);中型股看好旭輝(00884.HK)、富力(02777.HK)和雅居樂(03383.HK);小型股看好中駿集團(01966.HK)和美的置業(03990.HK)。另外,龍湖集團(00960.HK)、世茂房地產(00813.HK)、合景泰富(01813.HK)則會在窄幅上落,因其盈利缺乏上升空間。

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