《大行報告》摩通:內房股今年前景穩定 大型股喜愛中國海外(00688.HK)及融創(01918.HK)
摩根大通發表報告表示,去年12月內房行業整體銷售額持續強勁,按月升39%至2.1萬億元人民幣,累計全年則按年升11%至15.5萬億元人民幣,當中銷量升3%及均價升8%。
該行認為,內房整體銷售趨勢高於該行預期,主因於去年第二季有放鬆調控的措施帶動銷量增長。展望今年,該行估計維持穩定,但銷量按年下跌3%,由第1-2線城市銷售疲弱勢頭所拖累,第3-4線城市仍穩定。
摩根大通指,看好業務前景不明確因素較少、利潤空間較大的內房發展商,大型股偏好中國海外(00688.HK)及融創(01918.HK);中型股中選擇旭輝(00884.HK)及合景泰富(01813.HK);小型股選中駿集團(01966.HK)。
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