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大行評級|大摩:11月內地主要城市二手樓價按月輕微上升 維持對行業表現符合預期的看法
摩根士丹利發表研報指,11月內地主要城市二手樓價按月輕微上升,連續兩個月錄得改善,預期市場上掛牌房源減少,以及銷售增長正面,將繼續為12月樓價提供支持。該行認為,二手放盤叫價回升、房源數量減少,以及看樓量維持穩定,都是消費者情緒出現改善的先行指標,而市況能否持續向好,則取決於已宣佈的政策如何快速協調及實施,以及中央政府會否提供充足資金加強買家信心。大摩維持對內房行業表現符合預期的看法,繼續建議投資者選擇性地增持內房及消費板塊,選股包括可提供約6%股息回報的華潤置地及華潤萬象生活,以及綠城、中海外及越秀地產等防守型國企開發商。
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