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《大行報告》美銀料內房股或迎有更多放鬆消息 但未時是時候對受壓內房股轉正面
美銀證券發表報告表示,有報道指內地當局可能放寬商品房預售款監管,地方政府可按現狀的對比,計算建設成本和返還剩餘流動性以確保項目能夠交付,該行認爲在內房在1月及農曆春節銷售疲弱的背景下,料上述放鬆消息不會解決目前情況,但該行料未來或有更多行業的放鬆消息,料有助內房股的股價持續回升。 該行認爲,目前仍未是時候對受壓的內房股看法轉正面,因合約銷售或進一步受壓、第二是部份企業流動性問題太大,料上述放鬆消息難以解決。 美銀證券料不少發展商3月仍會面臨困難,相信關鍵是如何令到內地買家信心回覆。該行在內房股首選是旭輝(00884.HK)和新城發展(01030.HK)、萬科(02202.HK)、中國海外宏洋(00081.HK),該行上調旭輝目標價由5.4元升至6.1元、升新城發展目標價由6.4元升至6.9元,並上調對中國海外宏洋目標價由5.2元升至6.2元,均予「買入」評級。
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