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花旗:內房股首選中國海外發展、華潤置地等股
花旗發表報吿,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,認為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(0688.HK)、華潤置地(1109.HK)、龍湖(0960.HK);另外看好旭輝(0884.HK)、越秀地產(0123.HK)、美的置業(3990.HK)、中國金茂(0817.HK)。
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