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《大行報告》富瑞料本港樓價次季見底 偏好恆地(00012.HK)及領展(00823.HK)
阿思達克 01-10 12:18
富瑞發表報告指,中國內地今年1月起恢復免檢疫旅行,香港亦已結束大部分疫情限制措施,[香港地產股股價由去年10月的低位計,累計回升14%至57%。 該行認為,雖然零售收租股將直接受惠於重新開放,但部分上升空間已被消化;該行料本港住宅樓價或於今年第二季見底,並於今年下半年開始溫和反彈,該行亦繼續喜好有復甦概念的優質寫字樓板塊。 富瑞調整本港地產股評級及目標價(另見表),由於跨境需求溢出至必須消費,看好領展(00823.HK),評級由「持有」升至「買入」,目標價由56元上調至69元。而恆地(00012.HK)目標價由29元升至31元,評級維持「買入」,兩企均為行業首選。(ek/w) ~
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