贝壳-W午前涨逾6% 瑞银看好公司潜在超额收益

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Oct 16
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  贝壳-W(02423)午前涨超6%,截至发稿,股价上涨6.21%,现报48.22港元,成交额2.99亿港元。

  10月15日,深圳、杭州出台商品住房销售制度改革相关细则。至此,北上广深已“集齐”实施细则,商品房销售改革进入全面落地阶段。另据方正证券,二手房成交节后回升,同比保持较高增速。第41周重点20城二手房合计成交42215套,环比上升38.72%,同比增长18.94%,成交规模保持韧性,主要受国庆前房产贴息政策影响。

  瑞银此前指出,市场忽视了贝壳在五年楼市下行期间的营运改善,公司已强化代理生产力、平台能力及成本效益,第二季业绩可见一斑。随着内地房价趋稳,加上预售政策改变为二手楼交易带来利好,预期投资者将更多关注贝壳的潜在超额收益,而非仅聚焦楼市成交量。

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