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《大行報告》匯豐研究:據報內地擬設房地產基金 可大大扭轉投資者悲觀情緒
匯豐研究發表研報表示,外電引述消息指內地當局批准設立房地產基金,以支援部分陷入流動性困難的房企,預期基金規模最高達到2,000億至3,000億元人民幣,將大大扭轉投資者的悲觀情緒,恢復市場信心。 另外,有傳當局亦正考慮為棚改項目發行專項債券,預計最快下月公布。該行表示,由於7月爆出買家拒絕為延誤交付的項目償還房貸,樓市情緒持續惡化,促使政府採取實際行動。 雖然與開發商的巨額債務相比,該基金規模仍然很小,但匯豐研究認為此將是解決房地產行業僵局及恢復市場信心的重要一步,又指內房板塊估值現時處於歷史低位,雖然下半年銷售復甦面臨挑戰,疫情等不確定性仍存在,但相信政府推出具體穩定措施將可提振買家信心。 匯豐研究現時較看好國企,當中包括中國海外(00688.HK)及華潤置地(01109.HK);對於風險偏好較高的投資者,建議留意旭輝(00884.HK)及碧桂園(02007.HK)。
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