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《大行報告》裏昂:政策擔憂會持續影響地產行業 收租股較安全
裏昂發表報告表示,本港地產股因近日傳出中央要求幫助解決房屋問題,而見市場對地產股的投資情緒轉弱。而該行指主要發展商近年都積極協助政府創造更多中期房屋供應,包括捐贈農地、土地共享計劃等。 該行估計,本港發展商可做的不多,特別是在現有供應機制下,以及風險主要來自政策轉變,認爲目前收租股的風險會較少,如希慎興業(00014.HK)和九龍倉置業(01997.HK)。
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