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摩通:香港重開時間表將帶動住宅市場,行業首選新鴻基地產等股

摩根大通發表研究報吿指,對於香港房地產行業,行政長官林鄭月娥的重開之路不應令市場大吃一驚,亦認為零售業主的重新開放交易開始變得擁擠,亦相信香港的重新開放和流動性的復甦也將顯著提高二手和一手住宅市場的交易量,亦把行業偏好重新依次排列為住宅、零售及寫字樓,而在該行業首選股是新鴻基地產(0016.HK)、長實集團(1113.HK)、領展房產基金(0823.HK)、九龍倉置業(1997.HK)及香港置地。

然而,對於香港與中國重新開放的道路是否會更加遙遠,該行認為答案取決於中國政府對動態清零政策的立場,亦認為目前市場的焦點將集中在本土消費的復甦上,當中包括領展及九龍倉等,亦會留意在住宅市場情緒方面的復甦。

該行表示,一如預期,旅客限制的正常化應受到香港大多數的跨國企業的歡迎,並且為香港本地經濟重新開放提供可見的路徑,此舉應該會減少租户及業主的不確定性。

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