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》美銀證券普遍上調地產股目標價 下調收租股目標價
美銀證券發表本港地產股行業報告,指本港地產股估值低廉,但美國加息或快於預期,或對樓價有進一步影響,同時第五波疫情爆發,預期本港今年樓價跌幅或達該行預測5%至10%跌幅的下限。 基於低廉的估值和強勁的資產負債表,本港發展商股今年至今表現強勁,並跑贏美國同行。香港政府研究累進財產稅,但仍需建立社會共識。該行看好長實地產(01113.HK)、太古地產(01972.HK) 和嘉里建設(00683.HK)。 我們重申恆地(00012.HK)和冠君產業信託(02778.HK) 評級「跑輸大市」,並削減2022年至2023年核心利潤平均預測1%至3%,反映另一輪租金減免和利息支出增加的影響。該行上調發展商目標價2%至18%,較不看好收租股及房地產投資信託基金,下調目標價2%至7%。
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