美銀:內房股首選旭輝和新城發展等股 均予“買入”評級
美銀證券發研報指,消息稱內地當局可能放寬商品房預售款監管,地方政府可按現狀的對比,計算建設成本和返還剩餘流動性以確保項目能夠交付,儘管1月及農曆春節銷售疲弱,但該行料未來或有更多行業的放鬆消息,料有助內房股的股價持續回升。
該行認為,目前仍未是時候對受壓的內房股看法轉正面,因合約銷售或進一步受壓、第二是部分企業流動性問題太大,料上述放鬆消息難以解決。
美銀證券料不少發展商3月仍會面臨困難,相信關鍵是如何令到內地買家信心回覆。該行在內房股首選是旭輝(0884.HK)和新城發展(1030.HK) 、萬科(2202.HK)、中國海外宏洋(0081.HK),該行上調旭輝目標價由5.4港元升至6.1港元、升新城發展目標價由6.4港元升至6.9港元,並上調對中國海外宏洋目標價由5.2港元升至6.2港元,均予“買入”評級。
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