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大和:看好香港地產股下半年表現 首選長實(1113.HK)等股
格隆匯 06-04 13:11

大和發表研究報吿指,香港一手及二手物業市場銷售的良性循環將重新建立,料發展商下半年表現將受到提振。該行重申對該行業樂觀的看法,首選恆地(0012.HK)及長實(1113.HK),評級均為買入,目標價分別為48港元、68.3港元。另外,該行亦給予信和置業(0083.HK)、新鴻基地產(0016.HK)、太古地產(1972.HK)、領展(0823.HK)買入評級,目標價分別為15.2港元、156.8港元、40.1港元、84港元。

大和指,由於一手樓定價堅挺且供應不足,部分需求可能會流向二手市場,而自2019年政府放寬按揭保險計劃,將是另一個支持因素。該行指,當需求減低,一些發展商或會延遲推出某些項目,相信發展商不想推出太多新供應令市場“水浸”。

報吿又指,政府報吿顯示超過60%香港住宅單位已無須承造按揭,而樓價已較20至30年前上漲,這是重要的考慮因素,顯示大量資本可被釋放,進而令住宅市場良性循環將重新建立,並令整體市場受惠。

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