《大行報告》匯豐研究:近期樓市疲弱被誇大 維持對地產股正面看法偏好新地(00016.HK)及嘉里建設(00683.HK)
匯豐研究發表報告指,近期的香港樓市疲弱被誇大,認為目前在政策和抵押貸款上有更多支持。該行相信,樓市正逐步復甦,新盤銷售表示亦正在改善。該行維持對地產股的正面看法,看好新地(00016.HK)及嘉里建設(00683.HK),均予「買入」評級,目標價分別為122.6元及24.4元。該行對寫字樓租賃業務保持審慎,因為其在供應大增的同時,租賃需求仍然低迷。
該行表示,近期發展商股價表現疲軟,平均下跌6.4%,是由於市場擔心近期HIBOR飆升及二手交易量放緩。不過,該行認為屬過度憂慮,指目前有支持樓市復甦的積極因素。該行提到,包括財政司司長陳茂波正在考慮進一步首置人士貸款比率,而銀行措施亦支持樓市,部分銀行為買家提供高達3%的現金回贈以獲取樓按業務。該行又預計,美國加息週期將在6月結束。
該行預計,本港樓市將逐步復甦,而非V型反彈,料樓價今年升8%,並於明年進一步增4%,這將收復2022年的大部分跌幅。另外,自今年3月以來,很多發展商的銷售表現正逐步改善,將會推售的新地新盤「NOVO LAND」第2A期的首批價格較2月推出的對上一期高出2%。
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.