You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛料香港住宅價格今明兩年將各跌15% 全線下調地產股目標價
高盛發表報告指,由於一個月HIBOR急升及銀行早前上調最優惠利率,香港住宅樓價今年至今已下跌約8%。在預期至明年首季美聯儲將再加息150點子下,估計本港住宅物業市場將有進一步下行風險,即樓價繼續下跌及成交量低。 該行將本港樓價下跌幅度預測由原來的20%,擴大至30%,原估計今年至2024年將分別下跌5%、10%及5%,最新估算今明兩年將各跌15%。 高盛全線下調本港地產股目標價(另見表),平均調低資產淨值折讓預測4%,同時下調每股盈利預測最多24%。該行認為,HIBOR的上升速度較預期為快,HIBOR的中期水平料會上升,因此按貸利率也會較高。而此將繼續對可負擔能力構成壓力,令投資者離開市場,除非宏觀環境或政策變得更具支持性。 高盛假設收入沒有提升,傳統用家或可在樓價下跌約20%後恢復負擔能力,但若繼續以歷史平均淨租金收益率水平為基準,投資者在樓價下跌約35%至40%前不會重回樓市。
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.
uSMART
Wealth Growth Made Easy
Open Account