《大行報告》瑞銀料本港樓價短期續受壓 來港人才或推動明年下半年復甦
瑞銀髮表報告指,行政長官李家超昨日(19日)公佈首份「施政報告」,其中一個焦點是合資格外來人才在成爲香港永久性居民後,可申請退還在港置業已繳付額外的印花稅。該行認爲是次公佈的政策是稍遜於市場預期,退稅方式或會限制現有非本地人士的即時買樓意欲。
根據該行估計,目前有33萬非本地人士將成爲香港永久居民,相信未來兩至三年將成爲永久居民的人士,部分或會因是次新政策的推出而預先買樓。
瑞銀估計短期香港樓價將繼續面臨壓力,在加息週期見頂後,非本地人士購買新樓的需求釋放,加上內地人才流入增加,或會推動樓市在明年下半年的復甦。該行對新地(00016.HK)及恆地(00012.HK)的評級爲「買入」,目標價分別103.3元及25.3元;但對新世界(00017.HK)看法更爲謹慎,評級爲「中性」,目標價20元,認爲北部都會區可能會爲寫字樓行業帶來結構性的挑戰。
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.