大和:維持對地產行業中性立場,看好龍湖集團、華潤置地等股
大和發表研究報吿指,中國房地產受購房者的觀望態度及農曆新年的影響,發展商的一月合同銷售按年仍然疲弱,又認為銀行對發展商收購及加速資產或業務處置的支援增加。該行維持中國房地產行業“中性”立場,並持續看好財政強勁的發展商,予龍湖集團(0960.HK)、華潤置地(1109.HK)及旭輝(0884.HK)“買入”評級,目標價分別為55.9港元、44港元、7.8港元。
大和表示,大部分發展商未公佈2022年的合同銷售目標,預期2022年的平均合同銷售將有平穩增長。該行相信,行業政策和信貸最壞的時期已經過去,因為房地產市場的情緒可能會持續低迷至少幾個月。
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