《大行報告》星展料內地將啟動新一輪支持樓市政策 以穩住購房者情緒
星展發表報告表示,在「停貸」憂慮和項目啟動放緩的影響下,內地7月份全國房地產銷售受到打擊,指實體市場低迷下需要當局加大政策支持力度,等待潛在的新一輪政策支持下,宜選取優質內房股,首選股包括中國海外宏洋(00081.HK)、華潤置地(01109.HK)、中國海外(00688.HK)和越秀(00123.HK),均予「買入」評級,各予目標價7.03元、50.93元、31.89元及10.12元。
該行指,內房行業7月份數據差於預期,相信這主要是由於抵押貸款「停貸」憂慮引發的購房者情緒疲軟、開發商新項目推出放緩(7月份11個重點城市推出的新盤按年下降46%、按月下降37%)。
星展認為當局需要更密集的政策支持,以穩定購房者的情緒。目前人行已於8月15日將1年期MLF利率從2.85%下調至2.75%,增加了LPR可能在8月22日下調的可能性。還有傳言稱重點二線城市首付比例下調。該行料更有效的政策落地應「指日可待」。
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