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《大行報告》高盛料本港社會事件或令樓市進入震盪期 料樓價較原預測再跌多5%至15%
阿思達克 05-25 14:57
高盛發表報告表示,香港新冠疫情有回穩跡象,兼且防疫限聚措施未來可望逐步取消,該行原本預期本港整體樓市,無論樓價及租金將較去年中的高位累跌10%至30%,但中央政府上周公布將計劃制訂港版國安法,該行關注本港社會示威活動,及國際間會重新審視香港的形勢。

該行指在情境分析下,大型社會事件或對本港房地產市場構成潛在負面影響,該行對本港樓價及租金預測將會額外再下跌5至15個百分點。

高盛表示,基於宏觀環境存不明朗因素,會為本港住宅市場另一個震盪期(bumpy),而該行在行業中首選長實集團(01113.HK)(列入「確信買入」名單),但同時予希慎(00014.HK)、冠君產業信託(02778.HK)及置富產業信託(00778.HK)「沽售」評級。

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