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摩通:恆地(0012.HK)及新世界(0017.HK)為行業首選
格隆匯 12-02 14:12

摩通發表研究報告指,雖然香港地產商受部分因素影響,但有兩樣因素並無改變,包括至少未來四年土地供應仍然緊張、即使社會事件冷卻零售市場仍然面對挑戰。近期放寬按揭成數,及供應緊張會繼續推動樓價。而零售業主會繼續受壓,因中港兩地奢侈品價格差距收窄及電商競爭。行業首選為恆地(0012.HK)、新世界(0017.HK),評級均為“增持”,目標價分別為46港元及10.5港元;而九龍倉置業(1997.HK)則為“減持”的首選,目標價為33港元。

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