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高盛:普遍下調地產及收租股目標價 首選長實及恆地
格隆匯 02-07 14:41

高盛報告指,在需求持續疲軟,香港房地產市場復甦之路仍然不確朗,加上新型冠狀病毒疫情持續擴散,下調香港樓價及租金增長預測,預期自去年中高峯迴落10%至20%,早前預測是跌2%至10%;因此削減地產股平均每股資產淨值(NAV)及每股盈利預測分別10%及13%。但該行上調長實(1113.HK)每股盈利預期,以反映其收購英國釀酒廠Greene King。又指長實及恆地(0012.HK)是地產股首選。

該行補充,偏好於擁有較強股息增長及防守性高的股份,將領展(0823.HK)由“中性”升至“買入”,目標價為97港元,基於其必需品零售業務的比例較高;積極的資本管理以及收購活動等。但將置富產業信託(0778.HK) 由“中性”下調至“沽售”,以反映其續租租金下跌及今年內完結的租賃合約增加等因素。

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