《大行報告》大和維持對內房板塊「中性」立場 偏好財務穩健國企開發商
大和發表報告表示,中國當局仍持續加大力度支持房地產開發商,日前龍湖(00960.HK)更宣布通過債券融資計劃發行200億元人民幣中期票據,預期行業援助措施仍然持續,對內房板塊維持「中性」立場。
對於內地宣布放寬防疫措施,大和認為短期內對房地產行業的直接影響有限,但相信可能會布助緩解投資者對於疫情影響樓市交投的擔憂。
雖然大和預計對行業支持政策將增加,但仍建議投資者關注財務穩健的國有企業開發商,重申對華潤置地(01109.HK)及中國海外發展(00688.HK)的「買入」評級,同時對於仍然倖存但陷入財務困境的開發商是否有資格獲得當局援助存有懷疑。(gc/w)
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