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大行評級|摩根大通:預期未來一至兩個月香港樓市成交保持相對較高水平 看好長實及信置
格隆匯 03-19 14:21
摩根大通發表報吿指,近日有報道指香港過去一個星期一手及二手住宅成交均有所放緩,令昨日(18日)香港地產股股價跑輸恒指約2%,認為是《財政預算案》公佈後被壓抑的需求帶動成交異常強勁,目前交投已恢復至正常化的温和放緩情況。該行預期,在未來一至兩個月內,樓市交投可能仍會保持在一個相對較高的水平,當中由於發展商更積極推出新盤,並提供更吸引折扣優惠,令一手成交表現出色,相比下二手交投放緩得更快。摩通又指,來自內地的買家更傾向於選擇新盤,亦是主因之一,預測樓價可能會在短期內趨於穩定,但由於新供應庫存水平仍然較高,未來樓價可能會再次走弱。短期內該行相信香港發展商股價表現可能會維持區間波動,當中更看好長實及信置,在內房發展商方面則偏好華潤置地、中國海外、中海物業及保利物業,相對看淡萬科,並建議避開所有民營內房。
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