花旗:看好内房股8月至10月现升势 首选中国海外发展(00688.HK)、建发国际集团(01908.HK)等

智通财经
Aug 20
【花旗:看好内房股8月至10月现升势 首选中国海外发展(00688.HK)、建发国际集团(01908.HK)等】智通财经APP获悉,花旗发布研报称,目前内地核心城市供需更趋健康,在市场成交持续强劲的带动下,内房股9月销售增长有望加快,而近期当局修订《住房公积金管理条例》,扩大提取用途至房屋装修、物业管理费等,有利物管行业费用收取及增值服务业务发展。该行认为,一众发展商将在9月推售更多新盘,或推动内房板块于8月至10月迎来升势,首选股包括中国海外发展(00688.HK)、建发国际集团(01908.HK)、华润置地(01109.HK)、贝壳-W(02423.HK)及中国金茂(00817.HK)。

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