You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通:施政報告消除陰霾 藉反彈將地產股換馬至收租股
摩根大通發表研究報告,指出《路透》早前報道中央要求本港發展商協助解決住屋短缺問題後,地產股股價有所調整,而新一份《施政報告》提及的住宅供應增長有限,並無提及短期樓市降溫措施等,消除市場陰霾,預期地產股將反彈5至8%,惟缺乏進一步上升動力下,建議趁反彈換馬至收租股,如置地公司、太古地產(01972.HK)及領展(00823.HK)等。 地產股中,該行喜好長實集團(01113.HK)及新地(00016.HK);看好長實集團於香港的住宅風險敞口有限(約15%),以及具多元化的經常性收入基礎。
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.
uSMART
Wealth Growth Made Easy
Open Account