港股異動丨內房股集體強勢 融創中國(1918.HK)大漲6.82%領漲
格隆匯3月2日丨今日內房股集體拉昇走強。融創中國大漲6.82%領漲,萬科企業、 綠城中國、新城發展、旭輝控股皆升超4%。野村日前發表房地產報告稱,隨着政策環境變得更加有利,對內地房地產板塊保持樂觀看法。儘管新冠肺炎疫情爆發,但預期該行所覆蓋的開發商今年合同銷售仍錄得可觀增長,料按年升12%。估計內房股2020-2021年平均每股盈利預測為18%,以今年預測市盈率5.3倍及8.2%收益率計算,內房板塊估值依舊吸引。日前融創曾發盈喜,預計去年純利同比增長超過50%,主要由於於本年度物業銷售交付的面積較上年度增加所致。
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