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大行評級|里昂:預計今年香港樓價再跌11% 地產商盈利能力及派息將受到打擊
里昂發表報吿,指港府撤辣及放寬逆週期措施,力度超出該行預期,預計會看到一些本地客及內地客首次置業及升級換樓需求。然而,在如此疲弱的經濟和高息環境下,買家對樓價會很敏感,相信地產發展商可能需提供更多折扣,否則銷情仍會低迷。里昂估計,今年樓價仍會再跌11%,地產商盈利能力及派息將受到打擊。新地及新世界仍在該行確信沽售名單內。該行指,新地集團出售高價庫存需時,因此認為其2024財年盈利上行空間有限,新地股息收益率5.1%,缺乏吸引力,派息令人失望。因此,該行維持其“沽售”評級,目標價由79.5港元降至70.5港元。
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