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.
星展香港: 內地房產稅試點料對樓價起調節作用
星展香港研究部中國房地產業分析主管王丹表示,8月至9月單月內房銷售面積連續兩個月單月下跌近20%,8月和9月銷售價格分別按年跌3%和跌1%,表現比預計差。不過,由於上半年銷售理想,相信全年銷售額仍能錄得增長。 王丹認為,內房最差時間已過,目前內房股估值低,下半年買地子彈充足及買地較多的公司具優勢,該行首選中海外發展(00688.HK),亦偏好碧桂園(02007.HK)和龍光集團(03380.HK)。 對於內地計劃在部分地區開展房地產稅改革試點工作,她指,市場因憂慮稅收影響需求有較大反應,但認為目前是不錯的出台時機,預計房地產稅實施的同時,當局可能會同步放鬆或取消其他行政手段,因限價政策已實施5年多,多地樓價目前主要由行政手段決定,引入房產稅有助觀察由需求和供應而產生的價格區間,對試點城市有必要性。 王丹預計,樓價上漲過快、當地供應少、需求旺盛的城市將納入首批試點名單,而初期納入範圍不會太多。至於對樓價影響,她指,樓價主要決定因素為需求和供應,料房產稅只是起調節作用,實際影響仍要視乎稅率水平,但相信試點階段稅率幅度不會太高,主要是中和供應不足所導致樓價上升壓力,以非直接令樓價下跌。 另外,恆大事件方面,她指,內地政府已採取措施,防止惡性循環發生。
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