《大行報告》花旗料地產股或調整提供買入機會 偏好九龍倉置業(01997.HK)、新地(00016.HK)及信置(00083.HK)
花旗發表報告,重申對香港住宅和零售物業的正面看法,在中國重新開放並強勁反彈後,預計地產股或出現潛在調整,這將為部分優質股票提供更佳買入機會。該行認為,出現調整是由於HIBOR可能觸底反彈,美元/港元匯率觸及7.85的低點;強勁數據下美聯儲基金利率前景「轉鷹」;投資者對股權融資的憂慮。
該行預計,這次調整將對高負債公司產生更大影響,因此對恆地(00012.HK)開啟為期90日的負面觀察,看好九龍倉置業(01997.HK)、新地(00016.HK)及信置(00083.HK),因為該些公司的基本面強勁。
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