大行評級 | 摩通:內房政策轉清晰 看好具防守性發展商
格隆匯8月11日丨摩通發研報指,過去一週內地房地產市場有多個消息,其中北京、杭州、惠州對買樓有新的要求;無錫推出第二輪的集中土地拍賣;中國恆大(3333.HK)的情況亦有更新。該行認爲,政策前景變得更清晰,較偏好具防守性發展商。雖然投資者短期料維持審慎的看法,但亦不能忽視其盈利可見性高的特質,特別是有租金收入的企業,未來2至3年似乎可有雙位數年複合增長率,看好龍湖集團(0960.HK)、華潤置地(1109.HK)、融創中國(1918.HK)、寶龍地產(1238.HK)、世茂集團(0813.HK)、中駿集團控股(1966.HK)。
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