大華繼顯:對新盤銷售看法樂觀 首選新世界(0017.HK)及新地(0016.HK)
大華繼顯發表報告指,儘管香港發展商提高銷售均價,惟過去一週新盤去化率逾90%,預期低利率可支持強勁的剛需及投資需求,而在低息環境下,開發商的派息比率更為穩定,目前股息率為4.9%,首選新世界(0017.HK)及新地(0016.HK),並下調九龍倉(0004.HK)評級至“持有”。
大華繼顯認為,隨着香港第三波疫情緩和,發展商正抓緊機會推出項目,相信未來數週一手住宅市場仍保持樂觀。其中,新地旗下天水圍Wetland Seasons Park 3期過去的週末售出256套,而第四張價單更較首張價單加價6%;另亦有恆地(0012.HK)西營盤新盤,首日去化率達93%,而價單3號亦加價4%。
該行又指,上週反映二手樓價的CCL指數下跌0.61%,儘管受疫情影響,但樓價表現仍相當有彈性,年初至今樓價僅跌0.77%,故該行保持全年樓價增長介乎0至5%的預測。
大華繼顯對香港地產股的最新目標價及評級見下表:

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