星展香港料全年內地樓價升5%以上
星展香港研究部中國房地產業分析主管王丹表示,今年內地樓價下跌風險不大,預期全年樓價可升5%以上,若第四季市場氣氛向好,升幅料可高達10%,並預期全年成交面積可由首八個月的跌2.8%回升至持平。
市場關注「三條紅線」對內房商的影響,她認為,當局仍在收集數據,未到實際執行階段,目前監察的內房中只有中國恆大(03333.HK)、融創中國(01918.HK)、富力地產(02777.HK)及綠景中國(00095.HK)未達標,預期整體政策有助土地市場降溫,對行業資金鏈及債券市場都有正面影響。
恆大早前傳出財困傳聞,她透露,經過與公司及投資者溝通後,相信恆大只要達成今年全年合約銷售目標,並做好90%現金回籠、短債再融資、留住戰略投資者及減少買地等,降低財務壓力並非不可能。她又指,今年大部分內房商已完成再融資,料今年債務違約風險很小。
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