《大行報告》匯豐研究升碧桂園(02007.HK)、碧服(06098.HK)、雅居樂(03383.HK)、雅生活服務(03319.HK)及中駿集團(01966.HK)評級至「買入」 上調旭輝(00884.HK)至「持有」
匯豐發表研究報告指,內地房地產及物管行業流動性改善和較低的行業風險,將推動市場持續重新校準預期,該行建議,投資者同時持有國有企業和民營企業。該行上調9間私營企業目標價,升碧桂園(02007.HK)、碧服(06098.HK)、雅居樂(03383.HK)、雅生活服務(03319.HK)及中駿集團(01966.HK)評級至「買入」,並上調旭輝(00884.HK)評級至「持有」。
該行表示,股價回調是建倉的機會。碧桂園和雅居樂的配股應該間接有利於碧桂園服務和雅生活服務。該行指,目前市場關注的焦點是市場對增長和復甦預期的持續調整。關鍵催化劑在於民營企業的債務重組和償還進度,及進一步的政策支持。
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