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《大行報告》花旗:內房獲准再融資 A股上市企業較受惠
花旗發表研究報告指,中證監放寬內房股權融資便利措施,並視此對部門流動性為另一個重要且積極支持,基於渠道拓寬,可促進引入新戰略投資者,唯一缺點是當中定價由市場主導。該行料,A股上市企業較受惠,亦可惠及早前被禁令上市和毋須獲中證監審批股權融資的H股上市企業。 該行表示,受惠於具鼓勵性且全面的政策推動,料近期股價反彈,在非國企發展商中,首選華潤置業(01109.HK)、越秀地產(00123.HK)、綠城管理(09979.HK)。 而因風險較低和盈利增長,物管股有更大重評空間,首選萬物雲(02602.HK)、碧桂園服務(06098.HK)和旭輝永升服務(01995.HK)。(ca/u) ~
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