《大行报告》大和:港楼市忧虑减退 对今年住宅楼价预测由跌8%上修至持平
大和发表本港楼市报告表示,虽然中美两国紧张局势加剧,对本港今年6月以来房价构成下行压力,但该行留意到本港楼市9月下旬呈回稳定迹象,而自10月初以来中原城市领先指数(CCL)连续两个星期出现增长,该行亦留意到二手市场由年初至今的交易量实际上比2019年要好,认为市场已消化对香港住宅物业市场的担忧。
该行表示,决定上修对本港今年住宅楼价预测,由原来跌8%修定为按年持平,料本港今年住宅一手市场成交量1.75万伙(按年跌17%)、估计今年住宅一手市场成交额1,750亿元(按年跌23%),一手单位平均售价按年跌7%;料本港今年住宅二手市场成交量4万伙(按年跌3%)、住宅二手市场成交额3,200亿元(按年跌3%),料二手市场单位平均售价按年持平。
大和认为,投资者对本港地产股并不感到忧虑,指已考虑相关股份的基本面如资产负债表及持续派息能力,对本港地产股维持正面看法。
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