《大行報告》花旗料內房股本月股價仍波動 指中海外(00688.HK)及旭輝(00884.HK)「性價比」較高
中國銀保監會黨委書記、主席郭樹清表示,鼓勵機構穩妥有序開展併購貸款,重點支持優質房企兼併收購困難房企優質項目,促進房地產業良性循環和健康發展。花旗表示,儘管中央高層官員基調令人鼓舞,但並未帶來任何實質性的重大政策改變,幾乎無助受債務困擾的房企。該行指中海外(00688.HK)及旭輝(00884.HK)「性價比」較高,認爲中海外、華潤置地(01109.HK)、龍湖集團(00960.HK)是行內贏家,另外旭輝、越秀地產(00123.HK)、美的置業(03990.HK)、中國金茂(00817.HK)均能企穩。
花旗認爲,內地新一波疫情導致在深圳和上海的封城,並且有蔓延的跡象,將對銷售產生重大負面影響,估計3月份銷售按年下跌50%,之前預測爲下跌40%,在延遲房產稅試行後,預計潛在需求回升時間延遲至大約6月。
花旗認爲,由於銷售疲軟和業績推動,預計3月份內房股表現會波動,將從政策驅動轉向銷售驅動。
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