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《大行報告》大摩:施政報告對地產股正面 現時股價吸引
摩根士丹利發表研究報告,指《施政報告》的內文中,提到的新增土地供應政策,可有助本港在2030至2048年有更多住宅地,同時亦加快農地轉換的速度,認為目前發展商估值吸引,重申對本港地產行業的「吸引」看法。 該行指出,《施政報告》內容無改變大摩基本情境下對未來五年供應的看法,認為在短期供應沒有增加,以及沒有樓市冷卻措施是對發展商正面的內容。持有農地的發展商,包括新鴻基地產(00016.HK)、恆地(00012.HK)、新世界發展(00017.HK)及長實集團(01113.HK)可以有更快的農地轉換時間表,認為近期股價回調是良好切入點。
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