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《大行報告》美銀證券看好新地(00016.HK) 料新項目推出可帶動股價
阿思達克 05-15 10:07
美銀證券發表研究報告指,隨著疫情逐步受控,本地發展商開始推售新項目,以測試市場反應,相信有助帶動股價。

美銀估計,新鴻基地產(00016.HK)未來數月將有較大規模單位推出市面,包括天水圍「Wetland Seasons Park II」及屯門海榮路項目一期料於本月及下月推出,相信會受到市場追捧,加上太子道西195號項目及海榮路二期計劃於下半年面市,相信新地在經濟放緩的情況下,以均衡投資組合可獲不俗成績,目標予122元,較每股資產淨值有42%折讓;同時關注新世界發展(00017.HK)與港鐵(00066.HK)的大圍站項目,料提供783伙。

該行表示,雖然地產商或要面對20%至30%的投資物業重估損失,但由於普遍負債率較低,相信不會出面貸款違約問題,近期地產股股價亦未見因投資物業重估虧損所刺激,相信市場已有所預期。

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