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大和:香港房地產業將進入轉變期 重申對行業正面看法
格隆匯 01-19 13:36

大和發表研究報吿表示,香港房地產業將進入轉變期,料今年下半年市場對香港房地產行業的總體預期可能會開始轉變,價格有望在2022年開始回升,重申對行業正面看法。該行首選股份包括信置(0083.HK)、新地(0016.HK)、恆地(0012.HK)、太古地產(1972.HK)、恆隆(0101.HK)及領展(0823.HK)均予買入評級,目標價分別為15.2港元、156.8港元、48港元、40.1港元、26.4港元、84港元。

報吿預計,今年上半年住宅樓價按年跌2-5%,惟今年全年按年升1%;而寫字樓料上半年按年跌5-10%,全年跌5%;零售物業價格方面,上半年料挫10%至15%,今年全年料下跌8%。

大和表示,香港房產市場最困難的時期已過去,料遊客及商務旅客將逐漸迴流香港,該行相信香港有資格成為亞洲時區的主要國際金融中心之一,併成為該地區的商業╱零售中心,預料香港樓價可望於2022年開始回升。據該行預測,香港地產股現估值已反映投資對行業的低預期,而企業將有能力面對未來的挑戰,故重申對行業正面看法。

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