《大行報告》匯豐研究:新消費券計劃對零售業主正面 喜好領展(00823.HK)
匯豐研究就新一份《財政預算案》發表報告回應,指港府續關注穩定經濟及減輕財政負擔,但逆周期措施規模較小;並認為相當於去年零售銷售11%、規模約360億元的新電子消費券計劃對零售舖位業主正面。考慮業務復甦,該行喜好零售收租股如領展(00823.HK),評級「買入」,目標價87.5元。
報告稱,《預算案》對樓市及土地供應政策改動輕微,未提及調整住宅印花稅或潛在放寬樓按。不過,出乎預期,政府研究將啟德5幅商業地轉作住宅發展,或干擾區內住宅供需及潛在影響地價,或對區內有物業發展項目的發展商有負面影響。
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