《大行報告》匯豐研究:內房併購貸款不再計入「三條紅線」對優質內房略正面 看好潤地(01109.HK)及龍湖(00960.HK)
匯豐研究發表內房行業報告,指市場不應對「三條紅線」的放寬過於興奮,雖然內房併購貸款不再計入「三條紅線」對優質內房略顯正面,但內房債務和銷售問題依然存在,表外債務和不合規行爲仍影響併購的意願,看好質素較佳的中大型內房股,例如潤地(01109.HK)及龍湖(00960.HK),目標價分別42.7元及45.4元,評級均爲「買入」。
該行指出,過去數月,央行等鼓勵金融機構開展併購貸款業務,雖然新政仍未正式公佈,但市場對內房好消息期待已久,但該行相信內房行業更積極寬鬆的政策正在落實。
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