摩通:料內房股未來或迎更多融資活動 看好華潤置地、龍湖集團等股
摩通發表報吿表示,從融創中國(1918.HK)宣佈進行配股集資進一步證明,料中國房地產未來可能會有更多融資活動,發展商在實體市場不景氣及預售資金監管趨嚴的情況下,流動性條件仍普遍面臨挑戰。雖然內地有早期跡象顯示信貸寬鬆,惟該行估計內房發展商仍需要幾個月的時間才可緩解開發商現金流緊張。該行亦預期將有更多內房發展商將透過配股、供股、股東無息貸款及出售子公司股權的方式進行融資,並料內房於2至3個月將出現救濟性復甦,雖然當中波動性或很大。內房大型股份方面,該行看好華潤置地(1109.HK)、龍湖集團(0960.HK)、保利發展(600048.SH)及招商局蛇口(001979.SZ),中型股份看好旭輝(0884.HK)及寶龍地產(1238.HK) 。
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