《大行報告》高盛估計本港住宅樓價將再跌7% 喜愛派息增長佳的長實集團及領展
高盛發表報告指,目前本港處於經濟增長放緩及低息環境等因素之間,中期而言,樓市供應短缺的情況將持續,復活節期間交投量上升,惟樓價稍跌,符合該行認為在低息環境下,樓價將緩慢下跌之預測。該行維持樓價將自去年中起下跌15%之預測,即自現水平尚有7%的下跌空間。
報告指出,目前投資者關注復甦期間不同發展商的表現,該行認為,必需品零售舖位及住宅表現將較辦公室及優越地段零售舖位穩定,重申偏好具派息增長潛力的股份,即長實集團(01113.HK)及領展(00823.HK),前者為確信買入名單,兩者評級同為「買入」。
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