《大行報告》大和:內房行業短期仍不明朗 建議投資者關注潤地(01109.HK)及龍湖(00960.HK)等財務實力雄厚開發商
大和發表報告指出,近日有報道指內地監管機構計劃通過指定國企中債信用增進公司,擔保房企的人民幣債券發行,為少數民營房企提供流動性支持,包括龍湖集團(00960.HK)及旭輝控股(00884.HK),以增強投資者及相關內房準買家的信心。該行指,雖然預計中央會向內房提供進一步的支持措施,但該行業短期仍存不確定性,例如更多房企出現流動性問題,房屋銷售繼續停滯不前。
大和繼續建議投資者關注華潤置地(01109.HK)及龍湖等財務實力雄厚的房企。大和有別於市場部分看法,相信即使在行業下行周期時,部份具質素的房企仍有能力繼續改善。
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