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《大行報告》匯豐研究:憧憬其他城市仿效鄭州房票政策帶動內房股反彈 偏好潤地(01109.HK)、中國海外(00688.HK)及旭輝(00884.HK)
匯豐研究發表研報指,內地當局以「房票」政策刺激樓市,鄭州向棚改區被徵收戶房票安置補償,市場憧憬其他城市亦會仿效,預期將有效促進房地產銷售及恢復市場信心。 該行指,早於6月初當局已提到相關措施,但隨着更多細節公佈,市場纔開始作出反應,目前除鄭州外,信陽、常熟及溫州等地近期也有推出類似政策,因此維持對內地樓市的看法,預期措施將釋放市場購買需求,並有助減輕開發商和政府的現金流壓力,減少資本外流到其他非房地產行業的風險。 消息帶動內房股表現反彈,匯豐研究表示,市場距離復甦更近了一步,現時較看好潤地(01109.HK)、中國海外(00688.HK)及旭輝(00884.HK),給予「買入」評級。
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