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《大行報告》匯豐研究:地產股有良好投資機會 「買入」恆地(00012.HK)
匯豐研究發表報告,指政府新一份《施政報告》提倡釋放私人土地、加強公私營合作、舊區重建,爲發展商帶來增長機會,同時釋除了投資者對政策方向的疑慮,對地產股轉趨正面,該行最近將恆地(00012.HK)評級上調至「買入」,目標價36.4元。 匯豐研究指,恆地在衆多發展商中擁有最多農地,並十分依靠市區重建,因此是《施政報告》倡議主要受惠者之一。該行對新地(00016.HK)和信置(00083.HK)持「買入」評級,目標價分別爲148.7元和14.9元。 匯豐研究表示,目前住宅地產股的估值較吸引,因此偏好住宅多過寫字樓,維持今年住宅樓價升9%的預測,寫字樓股因爲需求反彈因此也具吸引力,零售的增長已經大致反映在股價,因此較不吸引。
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