You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券上調九倉(00004.HK)評級至「買入」 升恆地(00012.HK)至「中性」
阿思達克 01-05 09:48
美銀證券發表研究報告,指香港地產股的復甦將在今年上半年開始,一旦疫苗變得更廣泛,相信困境將見盡頭。由於部分零售收租股已被市場憧憬重開,相信在地產股估值仍低,將會有更好的投資回報。該行預期會有更多中至小型地產股受惠於復甦主題,因此最近將太古(00019.HK)及嘉里建設(00683.HK)的投資評級上調至「買入」。在地產股中,首選長實集團(01113.HK)及新地(00016.HK),收租股則首選希慎興業(00014.HK),地產綜合體首選太古。

另外,該行將九龍倉集團(00004.HK)的投資評級由原來的「中性」上調至「買入」,目標價25元,主要是因為其資本使用政策更為明確、2020財年業績強勁,以及2021財年香港豪宅市場復甦。基於更穩定的住宅市場,恆地(00012.HK)的投資評級亦被上調至「中性」。基於資產淨值折讓收窄,地產板塊的平均目標價則上調10%。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account