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《大行報告》匯豐研究料今年本港樓價升3% 看好新地(00016.HK)及恆地(00012.HK)
匯豐研究發表報告指,自4月底以來,香港一手樓銷售出現明顯改善,表現符合預期,預計短期內一手市場將繼續復甦。 該行預料,全年本港樓價升3%,扭轉今年以來約2%的樓價跌勢。目前為止,地產股股價累升4%,比恆生指數表現高15個百分點。該行看好新地(00016.HK)及恆地(00012.HK),目標價分別為120.6元和41.8元,評級均為「買入」,並指新地短期內有更多項目推出,可能會成為股價的催化劑。 該行指,利率上升是投資者主要憂慮,但考慮到樓市穩定的借貸比率,以及超過一半的住宅業主已完全償還抵押貸款,相信風險可控。
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