《大行報告》匯豐研究:短期對內房看法審慎 看好內銀及建築材料
匯豐研究發表報告,內地近幾個月轉變立場,對房地產行業提供支持,令內房及相關板塊炒高。儘管該行預期內房今年中的銷售將有所回升,但相關數據或仍令人失望,短期對內房的看法審慎。該行另看好內銀及建築材料板塊(目標價及評級見另表)。
內銀方面,該行鑑於中資銀行對房地產市場的直接和間接敞口,以及其股息吸引力,仍然對內銀持建設性看法,一旦開始復甦,預期大型國有銀行將跑贏。
匯豐研究補充,建築材料行業獲重新評級,但在行業需求復甦預期仍然低企下,相信將有更多上行空間。因此,建築材料股的股價應會繼續對任何房屋銷售數據的復甦作出積極反應。
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