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大和社会事件对香港地产股造成挑战惟续正面看法
格隆汇 07-29 14:59

大和发表行业研究报告指,香港地产股目前前景未明,该行在考虑近日社会活动及将今年地产预测调整1-3%,惟对整体市道未有太大忧虑。该行认为,香港地产股增加股息及现代化可有助全球投资者在此板块增加部署。该行重申对行业予“正面”看法,相信若行业突然被抛售可视为吸纳机会,特别是收益率不断上升的股份。

大和表示,在重新审视香港于本月21日发生中联办前的示威及元朗歹徒袭击的情况后,预期虽然对地产市场造成进一步挑战,不过地产商仍可以在环球市场占一地位。

对于即将发布地产股业绩,大和认为主题会包括公司的财务审慎、企业有意提升股息及出售非核心资产,并已开始收割中国投资所得回报。

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