《大行報告》裏昂:吸納內房股爲時尚早 潤地(01109.HK)及中海宏洋(00081.HK)相對較安全
裏昂發表報告表示,8月內房銷售普遍錄雙位數跌幅,且要面對信貸收緊,預料大部分房企不會積極參與投地,相信流動性仍然會是內房行業最大挑戰,預計未來會有更多內房發展商會減價加快推出銷售項目,以維持健康的現金流。
該行補充,雖然內房股估值處於歷史低位,但除非政策導向有鬆綁,否則目前要改變對整個行業的看法是言之過早,不過指出華潤置地(01109.HK)以及中國海外宏洋集團(00081.HK)則是較具防守性,予潤地「買入」評級及目標價50元;中海宏洋「買入」評級及目標價9.1元。
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