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大和:香港住宅市場有穩定跡象 首選長實(1113.HK)等6股
格隆匯 05-27 13:13

大和發表行業報告指,香港住宅市場有穩定跡象,這可能受即將公佈的新聞事件所支持,加上部分股份收息率逾5%,並具有能力維持或增加每股派息,故重申對行業正面看法,並列領展(0823.HK)、信和置業(0083.HK)、陽光房地產基金(0435.HK)、太古地產(1972.HK)、長實集團(1113.HK)及恆隆地產(0101.HK)為行業首選,目標價分別為84港元、15.2港元、5.64港元、40.1港元、68.3港元、26.4港元。

大和稱,一手市場銷售已漸趨正常化,未來幾周將有數個大型項目推出及過去數星期二手市場表現彈性等因素帶動。該行認為,市場情緒反彈及正常化並非短暫現象,這將有助減輕對香港地產公司股價弱勢及悲觀的情緒。

該行認為,許多地產股目前股價進場具吸引力。由於香港地產公司擁有強勁的資產負債表,將可提供緩衝來應對不利的市場環境,並認為香港家族地產公司可持續現代化及維持每股派息水平,將可進一步釋放其價值。

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