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《大行報告》大和:市場對內房獲政策支持憧憬重燃 龍湖(00960.HK)等財務狀況完好民企具交易機會
大和發表研究報告指出,市場對內房獲政策支持憧憬重燃,據報國務院前副總理劉鶴或重新擔任中國經濟的指導者,由於他認為房地產行業是中國經濟的支柱,因此被認為是對內房業的堅定支持者,引發市場對政府為內房釋出強力支持政策的預期。此外,國務院總理李強出席論壇時指將採取措施維持今年內地經濟增長目標,亦增強了市場對更多政策支持的預期。 另外,該行認為受端午假期及購房者情緒持續疲弱影響,過去一周內地新屋銷售依然低迷。該行重點關注財務狀況良好的民企發展商如龍湖(00960.HK),至於越秀地產(00123.HK)、華潤置地(01109.HK)和中國海外發展(00688.HK)仍然是該行更具防禦性的選擇。 股份|評級|目標價(港元) 龍湖|買入|35.2元 越秀|買入|12.4元 華潤置地|買入|44.8元 中海外|買入|26.5元
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