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大和:香港地產股仍具投資價值 予長實(1113.HK)等股買入評級
格隆匯 03-08 13:30

大和發表行業報吿認為,恆生指數中香港公司的成分可能會下跌,但香港地產公司的質素應能在全球股票市場中找到一席之地,故重申對行業正面看法,相信香港地產股具備價值,並看好長實(1113.HK)、恆隆地產(0101.HK)、領展(0823.HK)、新地(0016.HK)、太古地產(1972.HK)及九龍倉(0004.HK),均予買入評級;目標價分別為68.3港元、26.4港元、84港元、156.8港元、40.1港元、29.3港元。

大和相信,恆指成份股中有可能會出現再沒有香港公司納入的情景,並從恆指大幅擴大其成份股,料由現時的52只藍籌,到明年中擴大至80只藍籌,相信大部份新納入的公司都是非港資企業。然而,檢討中亦決定,香港公司成份股數目將維持20至25只,相信該情景是否出現,將取決於香港公司能否成為對全球投資者有吸引力的資產類別。

該行又認為,香港家族地產公司目前的估值均處於低谷,如果繼續現代化,對於尋求價值和收入的投資者而言,相關公司將可成為“價值機會”。

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