《大行報告》摩通:倘短期樓市成交及價格小幅反彈不感驚訝 維持未來六個月樓價調整5%至10%預測
摩通發表報告指,過去一個月,本地地產股表現跑贏恆指3%,主要是由於市場憧憬《施政報告》將部分放寬樓市政策。
報告指,新一份《施政報告》除了將住宅額外印花稅禁售期由3年減至2年外,其他措施大多符合預期。摩通認為,這些措施可能有助於暫時穩定市場情緒,短期內倘樓市成交及樓價出現小幅反彈亦不感驚訝。不過,在高息和股市疲軟背景下,重申對本地地產行業持審慎態度,並維持未來六個月樓價調整5%至10%的預測。
短期內,摩通建議配對交易,長倉長實(01113.HK)及短倉新世界(00017.HK);以及長倉領展(00823.HK)及短倉九置(01997.HK)。
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