You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》富瑞下調碧桂園(02007.HK)及新城發展(01030.HK)評級至「持有」
富瑞發表報告指,高昂的土地成本將繼續阻礙內地房地產開發商上半年盈利恢復,疲軟的實體市場可能會推遲利潤率回升。 報告指,7月和8月內地房地產合約銷售依然低迷。碧桂園(02007.HK)流動性壓力可能進一步拖累脆弱的市場情緒。該行認為採取支持性措施的緊迫性提高,包括放寬按揭成數甚至購房配額,預計放鬆措施將會在一線城市漸進地推行,並從較弱地區開始。 富瑞指,目前正等待支持措施進一步明朗化,並傾向於華潤置地(01109.HK)、中海外(00688.HK)、龍湖(00960.HK),因預計下半年將受惠於實體市場復甦。至於碧桂園及新城發展(01030.HK)評級則降至「持有」,因其第三季和第四季銷售前景較弱,而配股風險應會抑制股價上行空間。該行對內房股目標價詳見另表。
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.
uSMART
Wealth Growth Made Easy
Open Account