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交銀國際:放寬按保釋放買家需求 青睞新世界(0017.HK)及恆地(0012.HK)
格隆匯 10-25 17:46

交銀國際發表行業報告指,雖然香港示威活動持續,但在施政報告放寬按揭貸款的措施推動下,釋放了過去被壓抑的用家和投資需求,認為將有助開發商在短期內提升去化率,並青睞住宅貨源充足的開發商,包括新世界(0017.HK)基地產(0012.HK),分別予其“中性”及“買入”投資評級,目標價分別為13.01元及48.64港元。

該行認為,過去週末中原十大及利嘉閣五十大屋苑分別錄得20及155宗成交,至於一手市場,上週末亦錄得70宗成交,為三週高位,相信是因首付比例要求降低後釋放買家的需求,並提供更多一手及二手單位的選擇機會。

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