《大行報告》大和降萬科、金茂評級至「持有」 內房股首選龍湖、潤地及旭輝 調整目標價
大和發表內房行業報告,指自2021年10月起,中央對內房有支持政策,相信最嚴重的監管壓力或已過去,但未來仍有一些不確定性,相信隨着行業由今年下半年或進一步復甦,除開發商還債能力以外,其他因素亦越來越重要,對行業保持中性看法。
該行稱,雖然投資者對內房仍有各種擔憂,內房前景仍然受到不確定性的困擾,並且政策有機會持續改變,但相信主要內房企業能夠抵禦週期性低迷,並實現持續市場份額擴大,該行首選內房股爲龍湖(00960.HK)、潤地(01109.HK)和旭輝(00884.HK),評級同爲「買入」
大和將龍湖目標價由55.9元降至54.5元,維持潤地及旭輝目標價分別爲44元及7.8元。(me/a)
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