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《大行報告》里昂料內地兩三周內放寬房貸 長線看好潤地(01109.HK)、中國海外宏洋(00081.HK)及龍湖(00960.HK)
里昂發表研究報告指,9月份內地房地產銷售、投資、新開工、土地拍賣及社會融資數據表現均未如理想,或加快房地產政策微調,預計全國抵押貸款可能將在未來兩至三個星期內出現大幅放鬆。 該行表示,早前人民銀行已就地方銀行對「三條紅線」政策的誤解和過度反應發表評論,敦促有序再融資,認為此舉反映出中央政府已經意識到恆大(03333.HK)流動性問題對實體經濟的溢出風險,並正在對現有政策進行微調,亦見有部分城市加快房貸審批流程,預期政策放鬆將成為板塊強勁催化劑,融創(01918.HK)等Beta系數較高的股份短期內可能跑贏大市,給予「買入」評級,目標價23元。 以長期投資角度,該行看好華潤置地(01109.HK)、中海宏洋(00081.HK)及龍湖地產(00960.HK),均予「買入」評級,目標價分別為46元、7.6元及52元。
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