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《大行報告》大摩料港住宅樓價今明兩年各升3%及5% 信置(00083.HK)評級升至「增持」
阿思達克 04-26 14:49
摩根士丹利發表研究報告指,香港房地產價格於2004年至2020年期間年複合增長率為10%,但過去三年樓價一直保持區間波動,估計今明兩年私人住宅落成量低於2萬伙,供應不足,失業率將見頂,市場低利率以及股市暢旺等,帶動需求增加,在樓市「辣招」不太可能收緊的情況下,預期今明兩年樓價將分別上漲3%及5%。

大摩指,中央在全國人民代表大會上提出必須解決香港住屋問題,但考慮到農地轉變用途、複墾土地以及增加地積比率等增加供應的方法,短時間內難以實行;在需求端方面,大摩認為在宏觀經濟環境平穩復甦下,利率維持低水平,供需狀況在未來三年未見太大改變,因此預期房地產價格將穩步上揚。

該行表示較傾向開發商,首選新鴻基地產 (00016.HK)、嘉里建設(00683.HK)及信和置業(00083.HK),將信置評級由「持有」升至「增持」,目標價上調4%至12.5元。

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