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瑞銀:施政報告取消非住宅物業雙重印花税或刺激市場氣氛
格隆匯 11-26 13:18

瑞銀髮表報告指,昨日施政報告中宣佈,撤銷非住宅物業雙重印花税等一系列措施。認為,在最新租金出現企穩跡象下,取消非住宅雙重印花税可能會刺激短期辦公室及零售市場氣氛。

又指,政府將會發展北環線近90公頃土地,將會提供7萬夥住宅供應,同時小蠔灣亦計劃興建2萬夥住宅單位,政府同時亦會加快土地轉換的行政措施,同時明日大嶼計劃都會繼續進行研究。

瑞銀指,較偏好新世界發展(0017.HK),主要由於近期大圍站銷售強勁,同時經常性收入正在上升,另外集團在大灣區有較大參與度;該行亦偏好零售收租股,主要由於看到7-8月期間,香港本地消費維持強韌,偏好九龍倉置業(1997.HK)、領展(0823.HK),以及新地(0016.HK)。

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