《大行報告》匯豐研究:商廈基本面改善 看好太古地產(01972.HK)、新地(00016.HK)、信置(00083.HK)及領展(00823.HK)
匯豐研究發表報告表示,寫字樓市場基本面改善,更多跨境金融產品推出將帶動甲級寫字樓需求,預計寫字樓市場將進入上升週期,估計中環寫字樓租金在今年下半年上升3%,明年上升10%,在本地發展商或面臨政策風險下,寫字樓發展商為更好選擇。該行看好太古地產(01972.HK)、新地(00016.HK)、信置(00083.HK)及領展(00823.HK),全部持「買入」評級。
報告認為,地產股估值變得吸引,不過短期內或因政策環境不明而波動。該行認為,新地盈利展望較明朗,而信置淨現金流將有助抵禦市場不明朗因素,又認為領展派息因本地零售市場恢復和併購而有增長動力。該行指出,零售地產股的很多正面因素已被反映,因此零售地產股吸引力較低。
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