高盛料香港楼价下半年回软升长实集团(1113.HK)评级至“买入”
高盛发表报告表示,考虑到宏观经济不明朗因素、微观面发展左右香港楼市呈颠簸走势,但基于料息率会更长时间处于低位背景下,料香港
住宅楼价未来仍会处于高水平,但成交会较少。该行估计香港
今年住宅楼价按年大致持平,即料今年下半年会有所回软,同时料2020年及2021年住宅楼价按年均上升3%。该行估计香港
写字楼租金今年将持平,料2020年及2021年按年各跌5%及3%(此前料按年升2至3%)。该行并估计香港
零售租金今年持平(此前料升2%),料2020年及2021年按年均回升2%(此前料按年升4至5%)。
高盛重申对新地(0016.HK)
“
买入
”(“
确信买入
”名单)投资评级,亦维持对信和置业(0083.HK)“买入”
投资评级,同时上调对恒地(0012.HK)
投资评级至“
买入
”(列入“
确信买入
”名单),指其估值吸引,管理层承诺将持续上调派息。该行对长实集团(1113.HK)
投资评级,亦由“
中性
”上调至“
买入
”,但将目标价由76.6港元降至75港元,相当预测2020财年每股资产净值
折让35%,指其经常性收入水平较高,有潜力进行更多资本管理。此外,该行对新世界发展(0017.HK)
投资评级,由“
沽售
”调高至“
中性
”,目标价下调3.1%至12.6港元,相当预测2020财年每股资产净值折让30%。
基于对香港
写字楼租金最新预测,高盛决定下调太古地产(1972.HK)
及冠君产业信托(2778.HK)
投资评级,均由“
中性
”降至“
沽售
”。
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