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中金:內房行業明年將提供具吸引力的風險回報 看好融創(1918.HK)等
格隆匯 11-08 17:16

中金髮表研究報告指出,內房行業明年將提供具吸引力的風險回報,A股看好可持續增長型公司,包括保利地產(600048.SH)、金地集團(600383.SH)和萬科(000002.SZ);H股則看好融創中國(1918.HK)、中國海外發展(0688.HK)、華潤置地(1109.HK)和龍湖集團(0960.HK)等。

中金報告預計,所覆蓋的地產A和H股標的今明兩年均可實現平均不低於20%的核心利潤增長,略微疲弱的基本面、政策穩定性和低估值令行業的風險回報頗具吸引力。

中金又繼續看好物業管理板塊投資機會,首選碧桂園服務(6098.HK)和中海物業(2669.HK)

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