Guosheng Securities: Policy easing continues to advance to maintain the “overweight” rating of the real estate development sector_Oriental Fortune Net

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[Guosheng Securities: Policy easing continues to advance to maintain an “overweight” rating for the real estate development sector]Guosheng Securities believes that the epidemic has repeatedly affected fundamentals, and policy easing continues to advance, maintaining an “overweight” rating for the real estate development sector. We believe that this year is a large-scale policy easing cycle, which is a beta-level market. Real estate companies with good credit qualifications, sufficient liquidity, and sufficient and high-quality land reserves are the main choices. Suggested attention: A-share Poly Development, Binjiang Group, China Merchants Shekou, Gemdale Group, Vanke A, Huafa Co., Ltd., Jinke Co., Ltd., Seazen Holdings; H-share China Overseas Development, Greentown China, China Resources Land, Longfor Group, China Jinmao, Asahi Hui Holding Group, China Overseas Grand Ocean. Property management: Country Garden Service, China Resources Vientiane, Greentown Service, Poly Property, Yongsheng Life Service, Jinke Service, Investment Promotion.

　　securitiesTimes Net News, GuoshengsecuritiesIt is believed that the epidemic has repeatedly affected the fundamentals, and the policy relaxation has continued to advance, maintaining the “overweight” rating of the real estate development sector. We believe that this year is a large-scale policy easing cycle, which is a beta-level market. Real estate companies with good credit qualifications, sufficient liquidity, and sufficient and high-quality land reserves are the main choices.Suggested Attention: A SharesPoly Development、Riverside Group、China Merchants Shekou、Gemdale GroupVanke A,Huafa Shares、Jinke shares、Newtown Holdings; H sharesChina Overseas Development、Greentown China、China Resources Land、Longfor Group、China Jinmao、CIFI Holdings Group, China Overseas Grand Ocean. Property management:Country GardenServices, China Resources Vientiane,Greentown Service、Poly PropertyYongsheng Life Services,Jinke Service、Investment surplus。

(Article Source:securitiesTimes Network)

Article source: Securities Times Network

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Original title: Guosheng Securities: Policy easing continues to advance to maintain the “overweight” rating of the real estate development sector