《大行報告》大摩料港銀在聯儲局9月議息後上調最優惠利率 調整地產股目標價
摩根士丹利發表報告,隨著利率趨升,將利淡本港住宅樓市及高負債的本港地產展商,料本港一手物業於今年下半年銷售會有所放緩,因在美聯儲局在9月公布議息結果後,港銀或會上調最優惠利率,今年下半年香港銀行同業拆息(HIBOR)可能會顯著提升。
該行在地產及收租股中偏愛寫字樓業務、其次是零售商場,最後才是住宅物業。該行推薦長實集團(01113.HK)因其負債較低及本港住宅發展業務佔比較少、同時亦喜愛恆隆地產(00101.HK)及太古地產(01972.HK);建議「減持」九倉置業(01997.HK)及恆基地產(00012.HK)。
大摩上調對新世界發展(00017.HK)投資評級,由「減持」升至「與大市同步」,料集團出售非核心資產可支持高股息(7.8%)。該行亦調整本港地產股的目標價,長實集團目標價由60元升至65元,新地(00016.HK)目標價由103元微降至102元。
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