《大行报告》摩通相信地皮供应推迟续支持楼价上升预期投资者正等待低价吸领展(00823.HK)
摩根大通发表报告表示,市场关注本港近期示威或影响住宅市场需求,但该行相信土地延迟供应将继续支持楼价上升的预期及需求。该行指7月份100%销售率印证了上述说法。
在本港地产行业中,该行首选会德丰(00020.HK)及新世界(00017.HK),给予「跑赢大市」评级,目标价分别为62.7元及14.4元。
摩通表示,相信领展(00823.HK)股价近期大幅回调,投资者正等候低吸机会,由於领展盈利具能见度及回购执行力出色,预期市场将继续给予该股溢价估值,给予「跑赢大市」评级,目标价108.6元。
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