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大和:對港資地產股看法積極 首選領展(0823.HK)等
格隆匯 03-04 13:35

大和發佈報告稱,香港房地產信託基金(REITS)仍有能力應對當前挑戰,並認為房地產股仍有價值,對行業看法積極,首選領展(0823.HK)、置富產業信託(0778.HK)、 陽光房地產基金(0435.HK)。

該行稱,香港房地產信託基金去年均出現正面續租租金調整,同時相信今年租約到期的寫字樓數目會比去年低。該行認為,中環以外的單一業權寫字樓,在續租租金表現將會跑贏,而香港房地產信託基金大多數持有這類型物業,相信會為未來挑戰帶來緩衝,此外,根據業績資產負債表,香港房地產信託基金能承受龐大壓力。

該行相信香港零售板塊將會於未來重整,並且將對房地產信託零售資產有影響,可能不一定很嚴重,但部分有可能發展成高級零售資產,預期所有業主都會為租户提供租金減免。

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