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《大行報告》瑞信:看好潤地(01109.HK)、龍湖(00960.HK)及中海外(00688.HK)基本面強勁 旭輝(00884.HK)高啤打值
瑞信發表報告指,內房去年12月銷售動力稍勝市場預期,其中國企內房比表現跑出,新按揭貸款額度的釋放應會提供一些需求支持,如果市場情緒仍然低迷,政府可能會進一步放鬆。該行看好華潤置地(01109.HK)、龍湖(00960.HK)、中國海外(00688.HK),評級均爲「跑贏大市」,目標價44.03元、48.32元和26.58元,在高啤打值股票中看好旭輝(00884.HK),目標價6.08元,評級「跑贏大市」。 瑞信表示,在「兩集中」下推出第三批土地的城市中,未成交的地塊數量有所下降,認爲這主要是由於地方政府提供了更優惠的條件,包括降低保障性住房建設要求、降低預留價格、提高預售價格上限、延長補地價結算期限等,同時注意到非本地國有企業房企的收購土地的興趣上升,部分原因是近期發展商再融資限制放寬。
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