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大摩:料香港樓價全年增5% 首選新鴻基地產(0016.HK)及新世界發展(0017.HK)
格隆匯 05-07 11:02

大摩發佈報告稱,調整今年香港樓價預測為全年增長5%,冀樓價在今年三月見底,之後再反彈一成。

該行稱,公共衞生事件明顯影響香港經濟總值及推高失業率,對樓價造成負面影響,但由於部分獨特因素,該行對樓價及地產股看法仍樂觀,首選新鴻基地產(0016.HK)及新世界發展(0017.HK),目標價128港元及12港元。

該行還稱,反映市場氣氛的中原經紀人指數在三月觸底,中原城市指數顯示二手交投穩定及微升,預計未來數月新項目將會恢復推出。香港住宅市場繼續維持低供應高需求,加上息口低,監管要求有所放鬆,這些都會支持樓價繼續走強。

該行表示,偏好新地及新世界發展,主要是由於其股息率,同時股息也可持續,其在現時許多其他行業削減和暫停股息的環境中非常重要。另外,兩家發展商的未來刺激因素包括新地天水圍Wetland Seasons Park第二期,以及新世界大圍站上蓋項目。

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