《大行報告》建銀國際:內房民企持續復甦 看好美的置業(03990.HK)
建銀國際發表研報指,內地民營房地產開發商經營狀況持續改善,4月份市場數據顯示中國主要房企銷售額表現平平,相信是由於4月份屬相對淡季,國企合同銷售以49%的平均增長率繼續領先,但當中優質民營企業表現亦大幅改善,部分房企銷售表現持平或跌幅收窄。
該行認為,在市況維持穩定及政策環境不變下,國企表現喘定,民企則繼續復甦,認為民營企業的基本面復甦趨勢仍在持續,尚未完全反映在股價表現上,國企方面較看好華潤置地(01109.HK)及萬科(02202.HK),而民企則首選美的置業(03990.HK),看好其銷售復甦前景及配股風險較低,均給予「跑贏大市」評級。
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