智通财经APP获悉,里昂发布研报称,维持贝壳-W(02423)“跑赢大市”评级,目标价62港元。该行指出,贝壳近期监管忧虑消退,国家市场监督管理总局的注意力已转移至其他行业。该行认为,此举消除了一个关键的情绪压制因素,相信可成为估值追落后的催化剂。
该行表示,随着投资者注意力重回盈利及周期性复苏前景,贝壳受到二手房市场强劲、潜在的房价复苏及新房销售改革影响有限所支持,因此仍是中国房地产板块中的首选股。
智通财经APP获悉,里昂发布研报称,维持贝壳-W(02423)“跑赢大市”评级,目标价62港元。该行指出,贝壳近期监管忧虑消退,国家市场监督管理总局的注意力已转移至其他行业。该行认为,此举消除了一个关键的情绪压制因素,相信可成为估值追落后的催化剂。
该行表示,随着投资者注意力重回盈利及周期性复苏前景,贝壳受到二手房市场强劲、潜在的房价复苏及新房销售改革影响有限所支持,因此仍是中国房地产板块中的首选股。
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