国联证券表示，当前A股与港股地产板块市净率估值均处于历史低位水平，随着政策效果逐步显现，市场信心有望得到提振，带动销量企稳。建议关注重点布局一线及核心二线城市，主打改善性产品，具备持续拿地能力的房企，以及具备规模优势，运营效率高的头部物业管理公司。Property management stocks rose along with domestic housing stocks. As of press release, Shimao Services (00873) rose 10.1% to HK$25.6; Wanwuyun (02602) rose 9.87% to HK$25.6; Ocean Services (06677) rose 7.94% to HK$0.68; Elegant Living Services (03319) rose 6.1% to HK$3.48; Evergrande Properties (06666) rose 5.81% to HK$0.91.
The Zhitong Finance App learned that property management stocks rose along with domestic housing stocks. As of press release, Shimao Services (00873) rose 10.1% to HK$25.6; Wanwuyun (02602) rose 9.87% to HK$25.6; Ocean Services (06677) rose 7.94% to HK$0.68; Elegant Living Services (03319) rose 6.1% to HK$3.48; Evergrande Property (06666) rose 5.81% to HK$10.9.
According to the news, according to monitoring by the Kerry Research Center, on the first 20 October, the average daily volume of new housing transactions in 28 key cities increased 11% compared to September, and second-hand housing transactions in 16 key cities increased 11% compared to the first 20 days of September. HSBC, on the other hand, said that housing companies' progress in debt restructuring is seen as a new positive catalyst, which can boost investor sentiment and enhance transaction liquidity.
Guolian Securities said that at present, market net ratio valuations in the A-share and Hong Kong real estate sectors are at historically low levels. As the effects of the policy gradually become apparent, market confidence is expected to be boosted, driving sales to stabilize. It is recommended to focus on the layout of first-tier and core second-tier cities, housing enterprises that focus on improving products and have the ability to acquire land continuously, as well as leading property management companies with scale advantages and high operational efficiency.
