大和:8月内地楼市数据强韧 偏好世茂(0813.HK)等股
大和发表报告,8月内地楼市数据强韧,令到首8月表现持续改善,全国首8月新屋动工及销售量进一步收窄跌幅至4%和3%,而新屋销售及房地产投资额则按年增长4%和5%。同时,追踪的开发商中,8月合同销售按月增长10%,按年增长33%,令首8个月销售进一步改善,按年增长5%。
该行又指,5月以来楼价趋于稳定,并预计今年余下时间楼价继续受到较大限制,主要由于项目竞争令定价压力增加。同时,今年下半年行业有不确定性,“金九银十”将取决于开发商推出项目收目,以及一些促销和价格折扣。
大和指,投资者需更选择性地选股,分别偏好世茂(0813.HK)、合景泰富(1813.HK)、旭辉(0884.HK)、龙湖(0960.HK)及华润置地(1109.HK)。
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