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《大行報告》瑞銀:市場低估北部都會區發展速度 偏好恆地(00012.HK)
阿思達克 10-24 09:54
瑞銀發表研究報告,認為市場低估北部都會區發展速度,或會忽略耕地快速恢復、寫字樓供應過剩挑戰、由於人口轉移,市區民生商場市佔率損失等因素。因此,該行看好恆地(00012.HK),因為耕地恢復可以實際改善其資本結構,又重申對經營寫字樓業務的地產商持謹慎看法,如冠君產業信託(02778.HK)。 該行表示,根據最新的城市規劃,料本港需要淨流入300萬人口,才可以實現政府到2042年達1,000萬人口的目標。該行認為,透過人才引進政策可以實現目標。同時,北部都會區的創科園區和中心商業區的快速發展可能會以犧牲寫字樓產業為代價,未來20年寫字樓庫存量的複合年增長率或為5%。
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