Calling for further policy support
- National sales in Jul took on deeper hits led by mortgage boycott & slowdown in project launches
- The sluggish physical market calling for a step up in policy support
- Stay on quality names to ride on the potential new round of policy support
- Top picks: COGO (81 HK), CR Land (1109 HK), COLI (688 HK), and Yuexiu (123 HK)
