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大華繼顯:維持地產行業與大市同步評級 首選新世界(0017.HK)
格隆匯 02-26 16:36

大華繼顯發表行業報吿稱,新一份預算案仍缺乏針對地產行業的新政策,儘管香港出現財赤,但認為實施懲罰性措施的風險較低,或會損害政府賣地收入;低通脹預期意味低息環境將持續,而私樓落成量預測下跌8%,將令房屋供應短缺擴大。該行維持行業與大市同步之評級,首選新世界(0017.HK),予其買入評級,目標價為47港元。

大華繼顯指,預算案中未有提及印花税或空置税,今年亦無提及樓價難負擔等,相信樓市“加辣”的機會低;考慮到今年經濟反彈及低息將令香港住宅市場持續具彈性,預期上半年樓價將升5%。

該行又指,在私人土地供應持續減少下,農地及舊樓重建將是維持香港發展商銷售的關鍵,而新世界既是本港第三大農地地主,重建舊樓工作亦相當成功。

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