《大行報告》摩通:中央經濟工作會議陳述並不過份令人興奮 期待更多支持內房措施
摩通發表研究報告指,中央經濟工作會議重申將會有更多政策支持,尤其針對提高開發商流動性的措施,惟該行認為刺激需求的力度或不如預期高,整體而言,中央經濟工作會議陳述並不過份令人興奮,但仍期待未來數月有更多支持內房措施。
該行表示,隨著寬鬆消息推出後,相信仍未陷入困境的民企有機會跑贏國企;不過,對於偏好低風險投資者而言,該行認為包括中國海外發展(00688.HK)、華潤置地(01109.HK)、保利物業(06049.HK)及中海物業(02669.HK)等國企,仍有15%至20%的上漲空間。
股份 | 投資評級 | 目標價
華潤置地(01109.HK) | 增持 | 40.0
中海發展(00688.HK) | 增持 | 26.0
保利物業(06049.HK) | 增持 | 60.0
中海物業(02669.HK) | 增持 | 10.0
(ca/u)
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