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美銀證券:施政報告措施對香港地產板塊有輕微正面作用
格隆匯 11-26 13:00

美銀證券指,昨日施政報告中的措施都對香港地產板塊有輕微正面作用,但對投資者來説,最終未有出現放寬住宅按揭成數則較為失望。但撤銷非住宅物業雙重印花税,會馬上對市場產生正面作用,由於本地地產股一般較少涉足商用樓宇,因此相信得益不會太大。

報告又指,鑑於零售收租股上漲,認為香港本地地產股應繼續受益於重新開放主題,由於相關股份估值不高,相信將會從增長型股票向價值型股票轉換,該行首選長實(1113.HK)及新地(0016.HK)。

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