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《大行報告》摩通:內房11月銷售進一步惡化 錄七年來首次銷售額低於10月份
摩通發表報告指出,國家統計局最新月度數據一如預期顯示內房銷售並無好轉跡象,即使基數較低,但11月銷售進一步惡化,併爲七年來首次銷售額低於10月份。儘管最近北京及上海放寬住房政策,或帶來一至兩個月的銷售反彈,但相信難以在短期內重振全國的情緒。 此外,該行認爲期內新開工量罕有地按年出現正增長,但並不意外,因全是由於比較基數十分低所致。而在12月15日寬鬆措施出臺後,內房股價跑贏的情況僅屬短暫。該行看好國企如華潤置地(01109.HK)、中海外(00688.HK)、華潤萬象生活(01209.HK)及保利物業(06049.HK)。
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