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花旗:料香港地產股明年上半年將跑贏恆指 首選九龍倉置業及恆隆地產
格隆匯 12-29 17:16

花旗發表報吿稱,因應疫情好轉,預期香港地產股將在明年上半年跑贏恆生指數,不過行業間可能會有明顯的差異,看好順序依次為零售、住宅、寫字樓,並列九龍倉置業(1997.HK)及恆隆地產(0101.HK)為首選,均予“買入”評級,但下調嘉裏建設(0683.HK)和冠君產業信託(2778.HK)評級至“沽售”。

花旗給予零售地產“增持”看法,看好在內地與香港口岸重新開放及香港從明年上半年開始接種疫苗的催化下,預計香港零售額將會從明年第二季開始持續改善。住宅地產看法“中性”,理由是正負因素或相互抵消,其中積極因素有抵押貸款利率長期處於低位等,惟會被移民潮增加將扭轉多年供不應求的局面等不利因素所抵消。至於寫字樓則予其“減持”評級,主因行業面臨供給增加,而在家辦公將導致需求減少。

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