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《大行報告》花旗:內房銷售需11月再作評估 政策效果有待觀察
花旗發表研究報告指,內房政策由保障價格、犧牲交易量,轉向允許某程度的價格靈活,以重振交易;一輪針對二線城市的寬鬆政策已於9月份起展開,其推動速度較上輪加快。由於部分買家短期內靜待進一步寬鬆政策,故9月的第三個星期銷售尚未反彈。 該行預料,9月將出現邊際銷售衝動,但需要等待11月再作評估,政策效果有待觀察,又指可持續的需求復甦取決於就業或收入預期、穩定房價及交付問題。該行表示,針對特大城市的舊村改造,指對政策方向持建設性態度,但預計還需要更多時間有規模地實施。 該行表示,在內房股之間,首選華潤置地(01109.HK)、越秀地產(00123.HK)、貝殼集團(02423.HK)、龍湖集團(00960.HK)及綠城中國(03900.HK)。(ca/w) ~
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