大和:8月內地樓市數據強韌 偏好世茂(0813.HK)等股
大和發表報告,8月內地樓市數據強韌,令到首8月表現持續改善,全國首8月新屋動工及銷售量進一步收窄跌幅至4%和3%,而新屋銷售及房地產投資額則按年增長4%和5%。同時,追蹤的開發商中,8月合同銷售按月增長10%,按年增長33%,令首8個月銷售進一步改善,按年增長5%。
該行又指,5月以來樓價趨於穩定,並預計今年餘下時間樓價繼續受到較大限制,主要由於項目競爭令定價壓力增加。同時,今年下半年行業有不確定性,“金九銀十”將取決於開發商推出項目收目,以及一些促銷和價格折扣。
大和指,投資者需更選擇性地選股,分別偏好世茂(0813.HK)、合景泰富(1813.HK)、旭輝(0884.HK)、龍湖(0960.HK)及華潤置地(1109.HK)。
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