《大行报告》瑞银升领展及九龙仓置业评级至「买入」 降长实集团评级至「中性」
瑞银发表研究报告,指1月份时看好房地产发展商前景,但对零售和写字楼市场较看淡,但在疫情下,发展商和零售收租股年初至今股价已分别下跌18%及22%,下半年对零售收租股看法较正面,因关口有望重开,及料商场人流正逐步增加,但对写字楼收租股看法维持负面。
该行指,基於美国联储局重启量宽及本港住宅供应短缺,料今年楼价升5%(早前预期跌5%),意味今年下半年升幅达3.5%。该行将领展(00823.HK)和九龙仓置业(01997.HK)评级由「中性」调升至「买入」,目标价分别由87.4元降至82元,後者则由37元升至43.3元。长实集团(01113.HK)评级由「买入」降至「中性」,目标价由69.2元降至48.6元,以反映经常性收入有下行风险。
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