野村:短期內對內房板塊持“中性”評級 長遠仍看好
野村發表研究報告指,中國房地產市場自今年4月起開始復甦,短期內難以有寬鬆政策推出,亦預期今年第三季度的銷售情況將會受壓,料於今年第四季政府將會推出更多放鬆政策來增加在土地銷售方面的收入,短期內對中國房地產板塊持“中性”評級,首選世茂房地產(0813.HK)、龍光地產(3380.HK)、合景泰富集團(1813.HK)、中國海外發展(0688.HK)和中國金茂(0817.HK),均予“買入”評級。
該行指出,上述內房股具強勁的銷售或良好的盈利前景,認為現時內房股的股價正處於低位,下行風險有限,但認為市場現時正存有不確定性,如今年第三季房地產市場或較去年同期出現供應過多的情況,以及政策在今年第四季前放鬆的機會低等,長遠仍看好中國房地產板塊,因信貸寬鬆及市場整合等,並預期今年上半年內房板塊整體純利按年增長5%。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.