大行評級|花旗:華潤置地和貝殼是內房好轉主要受惠者
花旗發表報吿指,內地為穩定房地產行業而採取的歷史性措施(517樓市新政)在經歷最初的情緒振奮後,市場情緒正逐漸降温。花旗指,雖然該政策實施過程中存在挑戰,但認為現在就否定對房地產和銀行業可能產生的深遠積極影響仍為時過早。該行持樂觀態度有兩個原因,包括最近在鄭州和濟南的去庫存試點計劃取得成功;相信517 措施將不斷獲得政策支持。
花旗認為華潤置地和貝殼是內房好轉主要受惠者。
銀行方面,房地產去庫存化可緩解對資產質量的擔憂,降低系統性風險和股票風險溢價,內銀首選招商銀行和建行。
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