《大行報告》匯豐研究:看好中國海外(00688.HK)、潤地(01109.HK)、旭輝控股(00884.HK)、中海物業(02669.HK)及碧桂園服務(06098.HK) 評級「買入」
匯豐研究表示,內地物業及物業管理股大反彈,國務院稱將就內房行業出台應對風險的政策,並提出新發展模式轉型的相應措施,該行稱,國務院的宣布是於內房股及中港股市大跌後出現,相信當局已經瞥見近期地緣政治及市場調整相關的系統性風險,但相關內房友善政策帶來的緩解屬短暫,因為開發商的融資問題尚未直接解決。
該行繼續看好國企和優質民企,融創中國(01918.HK)的潛在債務問題需要更加緊迫的行動,看好中國海外(00688.HK)、潤地(01109.HK)、旭輝控股(00884.HK)、中海物業(02669.HK)及碧桂園服務(06098.HK),評級「買入」。
該行稱,中國銀行保險監督管理委員會強調,將專注於擴大收購財困開發商優質項目的併購貸款,在目前宏觀市況不確定,訊息重新引發了對系統性風險的擔憂。(me/a)
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