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《大行報告》匯豐研究:內房基本面和市場信心需時恢復 偏好中國海外(00688.HK)、潤地(01109.HK)、萬科(02202.HK)及碧桂園(02007.HK)
匯豐研究發表研究報告指,內地最新一輪的信貸額度針對優質民營企業和準國有企業,尤其是碧桂園(02007.HK)和萬科企業(02202.HK)。銀行的新信貸額度向債券市場發出下行風險正在下降的信號。該行在國企中看好中國海外(00688.HK)、華潤置地(01109.HK)、萬科,民企則看好碧桂園,以上均予「買入」評級。 該行表示,近日發展商的前景和市場情緒因內地政策而大幅改善,從極度不確定的狀態,逆轉為提供更明顯復甦路徑的狀態。國務院早前的評論表明,降準可能是「適時」使用的貨幣工具之一。該行預計,這將為銀行釋放更多流動性以支持發展商,惟仍然認為基本面和市場信心仍然需要時間恢復。
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