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美銀證券:料香港樓價今年跌15%至20% 削地產股目標價一成
格隆匯 04-07 13:34

美銀證券表示,基於全球經濟增長前景轉弱,料香港主要住宅樓價今年將下滑15%至20%,寫字樓租金將跌10至美銀證券表示,基於全球經濟增長前景轉弱,料香港主要住宅樓價今年將下滑15%至20%,寫字樓租金將跌10至20%,料零售租金下跌5%至20%,並估計香港發展物業的毛利率會由今年36%,回落至2022年27%。該行估計香港零售業會面臨4至5個月衰退。

該行決定下調香港地產股目標價10%,降每股資產淨值預測4%,調低香港地產股於2020年至2022年每股盈利預測4%。長實集團(1113.HK)目標價由61港元降至53港元、新地(0016.HK)目標價由134港元降至126港元、恆地(0012.HK)目標價由38港元降至36.4港元、九倉(0004.HK)目標價由23港元降至19港元,評級均為買入。

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