星展香港料全年内地楼价升5%以上
星展香港研究部中国房地产业分析主管王丹表示,今年内地楼价下跌风险不大,预期全年楼价可升5%以上,若第四季市场气氛向好,升幅料可高达10%,并预期全年成交面积可由首八个月的跌2.8%回升至持平。
市场关注「三条红线」对内房商的影响,她认为,当局仍在收集数据,未到实际执行阶段,目前监察的内房中只有中国恒大(03333.HK)、融创中国(01918.HK)、富力地产(02777.HK)及绿景中国(00095.HK)未达标,预期整体政策有助土地市场降温,对行业资金链及债券市场都有正面影响。
恒大早前传出财困传闻,她透露,经过与公司及投资者沟通後,相信恒大只要达成今年全年合约销售目标,并做好90%现金回笼、短债再融资、留住战略投资者及减少买地等,降低财务压力并非不可能。她又指,今年大部分内房商已完成再融资,料今年债务违约风险很小。
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