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《大行》摩通:施政報告支持措施若較預期弱 地產股或現短期獲利回吐
摩根大通發表研究報告指,新一份施政報告將於9月17日發表,市場憧憬或放寬新資本投資者入境計劃、住宅物業印花稅及設立「購房資金通」計劃。摩通對於當局會否一次過推出所有措施存有疑問,認為現時樓市已見回穩跡象,若最終出台的政策力度較預期弱,施政報告公布後地產股或出現短期獲利回吐。 該行又指,發表施政報告翌日美聯儲亦將公布議息結果,根據過往紀錄,若減息符合預期,香港地產股表現普遍遜於大市。不過摩通對本地地產行業未來一年前景仍持正面看法,建議可趁低吸納,在發展商中較看好恆地(00012.HK)及信置(00083.HK);收租股方面,建議風險胃納較低投資者選擇太古地產(01792.HK)及領展(00823.HK),同時認為恆隆地產(00101.HK)及九龍倉置業(01997.HK)有較大上行空間。
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