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《大行報告》瑞信調整內房股目標價 低迷估值料已反映去年業績預期 短期喜好旭輝及融創
瑞信發表報告,指中央短期內對房地產市場政策放鬆,可能會推動波動大的內房股反彈,低迷估值料已反映市場對內房去年業績乏力預期;儘管償債方面的不確定性仍然是未解決的主要問題,短期內看好旭輝(00884.HK)和融創中國(01918.HK)。 瑞信表示,中期而言,繼續看好在融資和執行方面具有強大優勢的房地產商,因爲他們更有能力從本輪供給側整合中獲得更多上行空間,這將支持其在2022年獲進一步重估,看好華潤置地(01109.HK)、中海外(00688.HK)和龍湖(00960.HK)。該行調整所覆蓋內房股目標價,平均下調12.2%,詳見另表。
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