《大行報告》摩通:內地2月新房銷售按月轉正增長 錄17個月以來首次
摩根大通發表研究報告指,國家統計局公布的今年首兩個月房地產銷售數據全面錄得改善後,70個城市的一手樓價指數亦有令人鼓舞的數據,2月新房銷售按月轉正增長,錄17個月以來首次。這與該行預期一致,即國有企業開發商自農曆新年以來一直試圖以低單位數提價。房價穩定是推動房地產銷售緩慢復甦的關鍵因素。儘管如此,投資者仍然懷疑近期數據的改善是否只是由於被壓抑的需求暫時釋放,因此,該行認為目前仍需再觀察未來數個月的數據。
該行表示,短期內看好國有企業,包括中國海外發展(00686.HK)、華潤置地(01109.HK)、保利物業(06049.HK)、中海物業(02669.HK)和華潤萬象生活(01209.HK)。該行對陷入困境的品牌,如旭輝(00884.HK)、龍光(03380.HK)、融創服務(01516.HK)、世茂服務(00873.HK)保持謹慎態度,因為即使市場真的出現復甦,亦不太可能以任何顯著的方式使它們受益。
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