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《大行報告》富瑞升恆隆地產(00101.HK)評級至「買入」 降太古地產(01972.HK)評級至「持有」
富瑞發表研究報告指,香港的周期性復甦和相對防守性的估值推動了投資者對收租股的興趣。目前短期逆風,近期零售業的回調亦提供了更多的入市機會。 該行考慮到恆隆地產(00101.HK)的估值及上半年業績在低基數下或會穩健,將集團評級由「持有」上調至「買入」。 同時,該行在太古地產(01972.HK)反彈後將其評級由「買入」下調至「持有」,認為集團在新寫字樓競爭激烈的情況下,可構成重估的催化劑有限。該行首選經營零售業務的收租股,其次為住宅及寫字樓。
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