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《大行報告》大和:港樓市憂慮減退 對今年住宅樓價預測由跌8%上修至持平
阿思達克 10-15 12:07
大和發表本港樓市報告表示,雖然中美兩國緊張局勢加劇,對本港今年6月以來房價構成下行壓力,但該行留意到本港樓市9月下旬呈回穩定跡象,而自10月初以來中原城市領先指數(CCL)連續兩個星期出現增長,該行亦留意到二手市場由年初至今的交易量實際上比2019年要好,認為市場已消化對香港住宅物業市場的擔憂。

該行表示,決定上修對本港今年住宅樓價預測,由原來跌8%修定為按年持平,料本港今年住宅一手市場成交量1.75萬伙(按年跌17%)、估計今年住宅一手市場成交額1,750億元(按年跌23%),一手單位平均售價按年跌7%;料本港今年住宅二手市場成交量4萬伙(按年跌3%)、住宅二手市場成交額3,200億元(按年跌3%),料二手市場單位平均售價按年持平。

大和認為,投資者對本港地產股並不感到憂慮,指已考慮相關股份的基本面如資產負債表及持續派息能力,對本港地產股維持正面看法。

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