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《大行報告》匯豐研究:內房近日從極度不確定轉變為具明顯復甦路徑 料基本面仍需時恢復
匯豐環球研究發表報告指,內地上周五(11日)出台16項支持房地產市場的措施,相信有關消息足以改變現狀,因措施規模、範圍和時機都遠遠超出該行和市場的預期。 該行認為,自上周五起市場動態及情緒有明顯變化,由極不確定轉為有更高能見度的復甦路徑,相信正渴求好消息的股票市場會有正面反應。 不過,匯豐稱行業的基本面及市場信心料仍需時恢復及重建,內房股中喜好有「買入」評級的中海外(00688.HK)、華潤置地(01109.HK)及萬科(02202.HK),目標價分別27.3元、47.4元及21.4元,認為三企有相對穩健的基本面,及更可持續的商業模式作為支持。
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