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《大行報告》野村:中央政治局會議對內房政策語調優預期 首選潤地(01109.HK)
阿思達克 05-03 16:04
野村發表報告指,中央政治局會議對內房政策語調略好過預期,並提出因不同地區放寬政策,將穩定房地產銷售動能,預計隨着更多高線城市放寬政策和房地產銷售勢頭恢復,內房股價將出現部分估值收復,行業首選仍然是華潤置地(01109.HK),評級「買入」,目標價53.4元。 野村認爲,政治局會議後,高線城有可能各自採取政策鬆綁,在城市解封後,將在三到四個月的短期內,對房地產銷售下降趨勢產生更顯着的扭轉影響,將支撐受壓抑的住房需求,然而從長期來看,仍然看淡整體房地產銷售市場規模,因爲買家對住房市場的情緒低迷,潛在買家的收入水平下降。
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