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港股異動 | 獲多家券商集體唱多 內房股普漲 融創(1918.HK)大漲6%
格隆匯 07-20 11:21
格隆匯7月20日丨港股內房股普遍上漲,融創中國漲6%,佳兆業集團、旭輝控股、時代中國控股均漲超5%。中金指出,深圳樓市限購升級不意味全國收緊,推薦融創中國等多股。因下半年行業基本面整體平穩、龍頭房企銷售增速及中期業績確定性強、估值整體不高。另外,中泰國際相信地產板塊估值已接近近期谷底,有望於三季度反彈。相信3季度開發商推貨將非常積極,維持行業買入評級。美銀美林予融創中國“買入”評級,目標價47港元。指融創有潛在分拆物業管理業務上市的可能,該上市策略也將進一步釋放公司的資產價值。

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