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大和:料政府恢復及加速發展新市鎮 港地產商將受惠
格隆匯 10-03 11:44

大和發表研究報告指,行政長官林鄭月娥將發表施政報告,相信恢復及加速新市鎮的發展,可能會成為政府的主要重點,又認為近期本港發生的社會事件可能令政府將更多精力放在社會及農地的問題上,部分的地產商能從中受惠。

大和估計,香港四大主要地產商合計擁有1.03億平方呎的農地,又相信香港住宅市場可能需要更多的新市鎮。該行指,本港在1990年前都有繼續發展新市鎮,不過及後因多種因素而停止,最後一個新市鎮是20多年前的東涌。

該行指,對很多政黨而言,更多的新市鎮將會是個正面的情況。該行認為,在地產方面,周邊地區的新供應,甚至是供應過剩的情況,未必會影響到整個市場,而出現更多新市鎮,可能會帶來類似東九龍寫字樓的影響,並且會使整個結構更加健康,同時認為可以令包括擁有農地的地產商從中受惠。

該行又表示,目前本港地產股的股價處於低位,繼續看到股票估值具有從目前水平提升的空間,特別是仍可保持股息增長的公司。

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