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大和:市場對香港地產股過度擔憂 政策看起來合理

大和發表研報表示,就昨日發表的《施政報吿》,認為早前市場對香港房地產行業的政策風險過度擔憂,雖然市場上很多人擔心香港地產的“遊戲規則”已經改變,對香港地產公司不利,但該行認為《施政報吿》並沒有支持這種擔憂。

大和稱,到目前為止,政策看起來是合理的,可能不會對開發商的盈利能力產生不利影響,事實上香港政府加快新市鎮發展的決心會在某些方面使開發商受益。該行續指 ,與住房相關的主要政策為旨在創造可持續的未來土地供應和促進城市更新的步驟。而香港地產股股價自9月21日起已反彈1-12%,該行認為有進一步復甦的空間,重申其“正面”行業立場,並認為近期香港房地產股的拋售提供了買入的好機會。

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