《大行報告》摩通:本港第五波疫情令社交距離措施收緊 予收租股「減持」評級
摩通發表研究報告指出,美國加息的預期,以及本港爆發第五波疫情,是影響本地地產股板塊的兩個主要因素。該行並不太擔心美國加息對地產股帶來負面影響,因並無得到實質數據支持。
不過,摩通認爲香港有限的醫保能力或將導致社交距離措施收緊的持續時間比預期更長,對零售銷售和失業率的負面影響,可能爲樓市及發展商股價帶來進一步的負面情緒。
該行對收租股九龍倉置業(01997.HK)及希慎(00014.HK),以及發展商股新世界發展(00017.HK)和恆基地產(00012.HK)予以「減持」評級,另認爲以資產管理爲主的股份如香港置地、嘉裏(00683.HK)、長和(00001.HK)及太古(00019.HK)將跑贏,評級「增持」。
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