《大行報告》花旗:中央對內房行業採近五年來最清晰及正面立場 首選中海外等三股
花旗發表報告,指出上月29日中央政治局會議對內房行業採近五年來最清晰及正面立場,認爲第二季是市場和政策的關鍵時期,儘管內房股價在4月初因政策放鬆而反彈、大部分負面因素已反映,預計在需求增加、信貸寬鬆和疫情穩定後,銷售降幅最早會在7月收窄。該行指,內房行業估值只有2022年預測市盈率6倍,表明市場預期不高,首選中國海外發展(00688.HK)、華潤置地(01109.HK)、龍湖(00960.HK);另外看好旭輝(00884.HK)、越秀地產(00123.HK)、美的置業(03990.HK)、中國金茂(00817.HK)。
花旗認爲,會議指出了該行業最需要的兩項措施,包括提出由地方政府自行決定恢復按揭託管正常要求;進一步放寬限購和轉售限制,避免需求的永久流失。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.