港股异动 | 香港地产股多数上涨 机构称HIBOR下行可降低房产融资开支 地产商盈利有望提升

智通财经
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智通财经APP获悉,香港地产股多数上涨,截至发稿,恒基地产(00012)涨5.3%,报23.85港元;新鸿基地产(00016)涨2.42%,报78.15港元;九龙仓集团(00004)涨1.55%,报19.7港元;太古地产(01972)涨1.2%,报16.86港元。

小摩发布研报称,近日香港银行同业拆息(HIBOR)已从约4%大幅降至约3.1%,从基本面而言预料对地产股带来正面影响,因为借贷成本下降,预测浮动息率债务融资成本年化每下降1个百分点,地产商的盈利可平均增加5%。然而小摩指出,除非HIBOR降至2.2%以下,否则预料对按揭利率不会产生影响,认为HIBOR的波动并不是左右地产股股价表现的主要因素。

汇丰研究则指出,预计香港房地产和综合企业将延续自今年4月以来相对跑赢市场的表现。该行指,近期的主要变化与香港银行同业拆息(HIBOR)大幅下降有关,一个月HIBOR由4月底止约4%急降至上日(5月8日)的约2.1%水平(去年底为约4.6%)。如果HIBOR维持低位,应可降低房地产行业的融资开支,并改善派息比率。该行表示,由于HIBOR大幅下降,预计未来几个月的实际抵押贷款利率将呈下降趋势,这将为楼价提供一定支持。该行认为,虽然全球宏观环境仍存在不确定性因素,但部分用家或会由租转买。

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