《大行报告》汇丰研究料3月业绩期成内房股催化剂 看好润地、旭辉及龙光
汇丰研究发表报告表示,今年至今内房股表现为最差的板块,以每股资产净值折让、市盈率及市帐率而言估值处於低谷水平,认为板块再下行的空间不大,反而相信在即将到来业绩期,可以通过更具建设性的增长指引来提振投资者的低迷情绪。同时「三条红线」准则下将增强内房股资产负债表现,亦可能导致股票大幅上涨。
报告补充,整体相信内房股去年业绩稳健,平均股息收益率为7.9%,预期3月业绩期成为催化剂,内房股会出现「V型」反弹,当中看好润地(01109.HK)、旭辉(00884.HK)及龙光(03380.HK),予「买入」评级,目标价分别为48.1元、8.6元及17.7元。
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