《大行報告》瑞信對本港發展商第二季至三季銷售前景維持正面 首選新地(00016.HK)
瑞信發表研究報告指出,雖然美國聯儲局加息,但預期本港的按揭利率將溫和上升,而本港銀行體系流動性充裕,加上首季較少新盤推出,在被壓抑需求的持續支持下,該行對本港發展商第二季至第三季的銷售前景維持正面看法。
此外,該行認為本港地產股估值吸引,將繼續跑贏大市,其中較為偏好住宅發展商,其次是零售及寫字樓發展商,並首選新地(00016.HK),認為其項目管道充足。
瑞信解釋,在社交距離措施放寬後,雖然估計本地零售銷售將在「報復性消費」下有所復甦,但奢侈品消費前景仍存在挑戰性。至於本港寫字樓市場租金穩定,租賃需求不太可能出現潛在強勁回升的情況。
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.