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大和:续看好香港地产行业,推荐买入长实(01113.HK)等6股
格隆汇 09-12 14:37

大和发表香港地产行业报告指,尽管面对众多的不确定性,但香港地产股今年上半年业绩反映出相关公司在财务相当严谨,且不断增加股息。随著公司提供良好的收益率及持续增长的股息率,该行重申对其行业「正面」评级,并看好长实集团(01113.HK)、恒基地产(0012.HK)、新鸿基地产(0016.HK)、太古地产(1972.HK)、九龙仓置业(1997.HK)及恒隆地产(0101.HK),均予以“买入”投资评级。

大和称,经检视香港地产股今年上半年业绩及本港房地产市场最新发展后,相信现时关键是取决于该公司能否转型至以香港作基地,并在中港两地深耕发展的现代化企业。如若成功转型,将有利本港地产公司在全球资本市场上建立新的身份,此外,若未来数年派息持续增长,将可吸引更多投资者,尤其是过往不会考虑投资相关地产股的收益型基金。

此外,就最新业绩来看,香港地产股整体平均负债比率低于12%,加上租金收入有持续增长,同时每股派息水平持续增加。

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