《大行報告》摩通:內房及物管國企股喜愛中海外及保利物業 碧服及新城發展屬高風險與回報主題股
摩通發表報告指,整體內房銷售按年變化正在改善。隨著出現更多可持續銷售復甦的證明,內房板塊可能會在6個月內反彈。
在目前估值下,該行於內房及物管國企股中更偏好中海外(00688.HK)和保利物業(06049.HK),高風險與回報主題股中偏好碧桂園服務(06098.HK)及新城發展(01030.HK)。
摩通相信,2月份整體銷售按年比較數據將有所改善。但市場可能需要再觀察幾個月的數據來確認內房復甦趨勢,因為銷售突然回升可能只是由於重新開放後的壓抑需求釋放。
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