《大行报告》中金料内房股估值难再进一步下挫 在新规强化下长期趋势分化
中金发表报告表示,内房行业股本回报率表现的差距未来将逐步收窄,平均水平逐步回归中双位数的合理水平,开发商赚取超额回报的突破点将转为加强周转和盈利能力,因此该行认为资金将带动市场份额向具备「管理溢价」的房企聚集。
该行指,在新规强化下,内房公司基本面长期趋势分化仍是带动股价走势不同的主要因素;从行业政策面和基本面出发,认为内房股估值难再进一步下挫,而投资者对个股长期趋势形成一致预期的过程将自下而上催生板块内部的结构性机会。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.