大摩:重申內房行業吸引看法,首選華潤置地等股
摩根士丹利發表報吿,指上週五(15日),人民銀行就第三季金融統計數據舉行新聞發佈會,至於恆大(3333.HK)方面,人行認為對金融系統的溢出效應是可控的,並指恆大隻是個別案例,大多數開發商都在穩定營運,房地產行業整體是健康的。
大摩日前將內房行業觀點提升至“吸引”,並重申吸引看法,認為相關風險已經在很大程度上被市場反映,內房股對政策放鬆作出反應的可能性變得更大,重申保利發展(600048.SH)、華潤置地(1109.HK)、龍湖(0960.HK)和融創(1918.HK)為行業首選。
大摩指出,考慮到融創不斷改善的資產負債表、在高端城市強大的資產流動性,以及估值吸引,預計融創將在政策寬鬆的趨勢下跑贏。
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