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》摩通:九倉置業(01997.HK)受惠通關 相信新地(00016.HK)及恆地(00012.HK)受益首季樓市信心現拐點
摩根大通發表研究報告指,預期加息於去年12月見頂及本港與內地之間的邊境重開速度或快於預期,這兩個因素在上月主導港股情緒。該行認為,這些都是香港房地產股的積極催化劑,尤其是對發展商和收租股而言。 該行相信,九龍置業(01997.HK)的收入將對零售銷售的復甦最為敏感,並且是重新開放的最大受惠者。隨著其租金收入的營業額增加,認為九置2024年收入將出現上行驚喜。另外,新地(00016.HK)和恆地(00012.HK)等發展商將受惠於2023年第一季度住宅市場情緒的拐點以及內地買家潛在的額外購買力。
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