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大行評級丨里昂:香港住宅市場尚未到達轉折點 下調恒基地產目標價至23.1港元
格隆匯 05-22 17:24
里昂發表報吿指,小型單位印花税放寬推動香港今年以來房地產銷增長,而樓價仍低迷,下降1%。近期香港銀行同業拆息(HIBOR)大幅下降後,市場對香港住宅市場轉為樂觀,但該行認為當前低HIBOR利率可能不可持續。為反映房地產銷售放緩及美國關税影響,里昂將恒基地產今明兩年盈利預測分別下調21.4%和16%,並將目標價從23.7港元下調至23.1港元。鑑於近期股價上升,評級從“跑贏大市”下調至“持有”,因為該行認為香港住宅市場尚未到達轉折點。
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