《大行報告》瑞銀升領展及九龍倉置業評級至「買入」 降長實集團評級至「中性」
瑞銀發表研究報告,指1月份時看好房地產發展商前景,但對零售和寫字樓市場較看淡,但在疫情下,發展商和零售收租股年初至今股價已分別下跌18%及22%,下半年對零售收租股看法較正面,因關口有望重開,及料商場人流正逐步增加,但對寫字樓收租股看法維持負面。
該行指,基於美國聯儲局重啟量寬及本港住宅供應短缺,料今年樓價升5%(早前預期跌5%),意味今年下半年升幅達3.5%。該行將領展(00823.HK)和九龍倉置業(01997.HK)評級由「中性」調升至「買入」,目標價分別由87.4元降至82元,後者則由37元升至43.3元。長實集團(01113.HK)評級由「買入」降至「中性」,目標價由69.2元降至48.6元,以反映經常性收入有下行風險。
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