野村:維持對內房樂觀看法 首選碧桂園(2007.HK)等股
野村發表行業報吿表示,該行所覆蓋的17間內房企業去年12月銷售按年升31%。儘管受疫情影響,但計及銷售強勁的12月份後,大部份內房都達到其全年銷售目標,預期獲該行跟蹤研究的內房企業2021年銷售增速將放慢至9%,並對板塊維持樂觀的看法,行業首選碧桂園(2007.HK)、新城發展(1030.HK)及旭輝控股(0884.HK),均予買入評級,同時長期看好收租組合強勁的股份,如華潤置地(1109.HK)。
野村指,去年內房累計銷售按年增長10%,平均超額完成全年銷售目標,當中雅居樂(3383.HK)、中國金茂(0817.HK)及龍光集團(3380.HK)達標率最高,惟富力地產、中國融創、碧桂園及遠洋集團銷售將不達標。
該行又估計,今年首十大內房銷售將有中高單位數增長、中型房企銷售增幅則達10至15%,同時對新房策的預期較為樂觀。
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