美銀證券:地產股首選新地及九倉 收租股看好恆隆地產及希慎
美銀證券發表研究報告指,在經過去年多項事件發生後,目前預期今年上半年政治環境會較平靜,房地產市場下半年前景會較好,但相信難以持續復甦,可能會有較大波動性。
分類方面,預期住宅類仍然較強勁,因供應短缺而需求穩健;辦公室市場則較少機會有令人意外的增長;零售市場方面則有最大變化(雖然比較基數低,但受政治環境影響)。基於潛在風險回報,該行將希慎(00014.HK)評級升至“買入”。發展商中首選新地(00016.HK)和九倉(00004.HK),收租股中首選恆隆地產(00101.HK)和希慎。此外,該行維持冠君(02778.HK)“跑輸大市”評級。

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