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《大行报告》大和:取消非住宅物业双倍印花税 商业地产转活或可刺激经济
阿思达克 11-26 10:39
大和发表报告表示,就香港特区行政长官林郑月娥昨天发表《施政报告》公布今天起取消非住宅物业双倍印花税,港府对房地产有关的政策应有所放松,从一开始,港府就表示对房地产的降温措施本质上是「逆周期」。在此背景下,该行认为政府有充分的理由放松这些措施,并看到政府宣布移除非住宅物业双重印花税是合乎逻辑。

该行相信,如果商业地产市场更具活力,可能会对经济带来刺激作用。在此阶段,该行不期望港府会放松对住宅房地产领域的政策。

大和指,未来能否重新激发投资慾望将成为关键,料香港房地产市场再次进入一个变化的时期,这将导致财产所有权的重新分配。香港房地产市场前景的主要因素是投资者的前景信心。

该行重申香港地产股具可观的投资价值,如果香港房产公司继续现代化,公司提供价值、强化资产负债表和可持续收益,可以改善在全球资本市场上所树立公司形象,大和重申对行业看法正面。(wl/u)

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