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《大行報告》匯豐研究:廣州放鬆限購 料越秀地產(00123.HK)及貝殼(BEKE.US)最受惠
匯豐研究發表研報指,廣州市近日有多區宣布放寬非本地居民的置業限制,成為首個放鬆限購的一線城市,新措施令人鼓舞,解除限售的三個地區分別佔廣州市一手及二手銷售約40%及31%,認為整體影響較大,料將促進廣州樓市交投顯著回升,預期「金九銀十」旺季可再現。 該行指,對廣州放鬆限購並不感到驚訝,因為廣州的庫存水平是一線城市中最高,並且自8月底當局出台全國性房地產刺激措施以來當地銷售復甦步伐亦較溫和。 作為大灣區龍頭企業,該行認為越秀地產(00123.HK)處於有利位置去享受廣州潛在的銷售復甦,給予「買入」評級,目標價12.8元。同時隨著二手市場掛牌量可能大幅增長,認為貝殼(02423.HK)(BEKE.US)將受惠於廣州和其他一線城市減稅政策所帶動的二手房交易增加,給予美股目標價24美元,評級「買入」。 選股方面,匯豐研究預期民營房企的股價可能會出現更大幅度的反彈,但仍看好優質國有房企,看好華潤置地(01109.HK)及中國海外發展(00688.HK),同樣給予「買入」評級,目標價分別為47.9元及24.2元。
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