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《大行報告》匯豐研究:料本港樓市進一步受壓 地產股盈測被下調風險增
匯豐環球研究發表報告指,在本港政府推出刺激樓市需求措施後,預期中的復甦未有出現,近日新盤銷情令人失望,二手樓銷售只有溫和改善,樓價面對較大下行壓力,年初以來的升幅已蒸發,加上地皮流標及經濟增長放緩等負面消息,估計行業氣氛仍然疲弱,住宅樓價短期繼續受壓,估計明年上半年下跌5%,地產發展商面對被下調盈利預測及跑輸大市的風險。 該行維持在本港地產行業中的防守佈置,特別點名具有充裕現金的發展商,例如長實(01113.HK)及信置(00083.HK),兩者評級均爲「買入」,各予目標價53.1元及10.3元,該行認爲在困難的市況下,兩者有較佳定位。若果政府全面撤辣及利率下調,將會成爲行業重新評級的主要催化劑。
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