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《大行報告》匯豐研究升信置(00083.HK)評級至「買入」 看好新地、新世界及領展等
阿思達克 07-03 15:32
匯豐研究發表報告表示,對於香港房地產市場而言,今年上半年充滿挑戰,但樓價年初以來上升2%,比該行預期中更具韌性。該行認為,由於充裕的流動資金正壓低按揭貸款利率,加上房地產供應不斷縮減,成為看好樓市的支持。

報告補充,同時最近新盤推出市場反應理想,因此令該行對樓價預期轉(車太),由原本之預期為全年下跌5%至10%,調整至升最多5%,當中預計住宅價格將率先復甦,隨後是商舖及辦公室。

該行稱,上調地產股中物業開發股份2020至2022年平均核心盈利預測1.5%至5.7%,惟下調商舖收租股3%至6.8%,以及降寫子樓收租股3.9%至7.9%。整體而言,該行首選新地(00016.HK)、新世界(00017.HK)、信置(00083.HK)、恆隆地產(00101.HK)及領展(00823.HK),更將信置由「持有」升至「買入」評級。

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