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《大行报告》花旗若本港政治局势开始稳定料楼价一至两个月内回复升势
阿思达克 08-19 12:31

花旗发表研究报告,指香港地产股受到两大因素冲击,包括目前持续的政治抗争活动,以及中美贸易磨擦。该行目前较看好住宅,接着是零售及写字楼。在反弹的主题上,首选新鸿基地产(00016.HK)、恒基地产(00012.HK)及新世界发展(00017.HK)。

该行认为,持续的抗争活动已掩盖了以下的基本面,包括土地供应减少、潜在的减息可能性增加,以及政策风险忧虑下降。因此,短期的楼宇买卖需求已被推迟,此需求或已被压抑而不会消失,并会在稍後重回市场。一旦本港政局开始趋於稳定,预期香港房地产交易量将会由近期的低位逐步回升,并推动住宅楼价在一至两个月後回复上升趋势。

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