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《大行報告》大和:若內房被允動用預售資金解財困影響積極 料行業最壞時期已過
大和發表報告表示,市場傳出當局擬讓內房開發商更容易獲得託管賬戶中的預售資金,以解決行業嚴重財困的問題。 該行認爲,倘若消息屬實,放寬售前資金管理對許多內地開發商的現金流和償債能力影響積極,該行相信內房信貸政策最壞時期已經過去;但該行亦認爲行業並未完全走出困境,維持對內房「中性」立場,續看好財政能力較強內房股,包括括龍湖(00960.HK)、華潤置地(01109.HK)和旭輝(00884.HK),均予「買入」投資評級,各予目標價55.9元、44元及7.8元。(wl/a) ~
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