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野村:料多數內房今年銷售均能達標 首選碧桂園(2007.HK)等三股
格隆匯 10-05 12:44

野村發表行業報告指,據克而瑞數據顯示,該行所覆蓋的17家內地發展商今年9月合約銷售額按年升11%,增速較8月按年升21%有所放緩,亦遜於該行預期的增長20%至25%;然而,野村仍有信心大部份內房今年可完成其銷售目標,並列碧桂園(2007.HK)、新城發展(1030.HK)及旭輝控股(0884.HK)為首選股,均予其“評級,同時對擁有強勁收租組合的發展商持長期正面看法,如華潤置地(1109.HK)。

野村指,今年首9個月,內房平均合約銷售額按年增長6%,完成其全年銷售目標的69%。單計第三季度,銷售額按年升19%,較上半年跌1%明顯加快,而要達到內房今年銷售增長11%的目標,意味第四季銷售額必需按年增長28%。

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