大摩:上调香港经济增长预测,料今年住宅楼价升3%
摩根士丹利发表报告指,将香港今年经济增长预测,由5%上调至6.5%,预计到2022年,将以2019年前3%的趋势持续增长,当中主要由全球需求回升及强劲商品出口所带动,又料失业率已于今年2月见顶。
报告又指,在地产市场中仍较偏好住宅及商舖多于写字楼,但近期经济回升及失业率下降或为写字楼带来利好因素。当中,预计香港整体写字楼租金上半年下降5%,然后下半年复苏5%,整体在2021年保持持平。
报告又指,相信高经济增长会支持楼价,该行指出楼价与通胀、股市表现有正面关系,预计今年住宅楼价会升3%、明年上升5%,首选新地(0016.HK)、信置(0083.HK)及嘉里建设(0683.HK)。
大摩又指,失业率下降将会支持大众零售,5000港元电子消费券亦可刺激本地消费,但入境旅游今年很可能仍将保持低迷状态,该行偏好领展(0823.HK),予增持评级。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.