匯豐:料內房股上升動力會持續 推薦華潤置地(1109.HK)等4股
匯豐環球研究發報告指,內房股自十月低位後快速反彈,行業主要股份反彈20%,預計上升動力會持續,但步伐會轉慢,同時該行指對行業良好展望不變,相信股價在考慮估值仍低迷,及充足的融資渠道後會繼續上升。
匯豐又指,除了最優質股票外,明顯投資者興趣已經蔓延到中海外(0688.HK)及遠洋集團(3377.HK)等高價值股,兩隻股份較近期低點反彈15%和19%,雖然預計11月合同銷售將強勁,但認為相應的市場反應將不及10月份明顯。
匯豐又指,在“三條紅線”政策下,可能會阻礙內房在土地市場發展,但擁有良好資產負債表和現金流的開發商,仍然活躍在土地市場。該行推薦華潤置地(1109.HK)、旭輝控股(0884.HK)、龍湖(0960.HK),以及世茂(0813.HK),全部為買入評級,4股目標價各為47.5港元、8.6港元、43.2港元,以及40港元。
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