《大行報告》花旗:內房股6月銷售創新高 首選世茂、龍光及融創等七股
花旗發表報告,據其了解34間上市內房商6月銷售按年升13%(按月升26%)優預期,創新高,支持第二季銷售升10%,令上半年總體銷售按年錄得持平(原料下跌3%),優於預期,而且鎖定全年銷售目標42%。單計6月,13間內房股銷售創新高令人驚喜,包括中國金茂(00817.HK)、龍湖(00960.HK)、華潤置地(01109.HK)、旭輝控股(00884.HK)、中國奧園(03883.HK)、禹州地產(01628.HK)、寶龍地產(01238.HK)等。
該行指,上半年銷售跑贏同業的內房商有禹州地產(按年升50%)、中國金茂(升31%)、中國恆大(03333.HK)(升24%)、中駿(01966.HK)(升11%)、世茂(00813.HK)(升10%)。
花旗發估計,大部份內房商計劃在下半年加快銷售步伐,並相信有充足的銷售資源(料佔全年可供銷售65%至70%),料7月至8月銷售可按年升20%。該行指,內房股首選世茂集團、龍光集團(03380.HK)、時代中國(01233.HK)、旭輝、龍湖、合景泰富(01813.HK)、融創中國(01918.HK);同時亦可留意奧園。(wl/u)
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