《大行》里昂:住宅市场尚未到达转捩点 降恒地(00012.HK)评级至“持有”

阿斯达克财经
May 22, 2025

里昂发表报告指,小型单位印花税放宽推动香港今年以来房地产销增长,而楼价仍低迷,下降1%。近期香港银行同业拆息(HIBOR)大幅下降后,市场对香港住宅市场转为乐观,但该行认为当前低HIBOR利率可能不可持续。为反映房地产销售放缓及美国关税影响,里昂将恒地(00012.HK) 今明两年盈利预测分别下调21.4%和16%,并将目标价从23.7元下调至23.1元。鉴于近期股价上涨,评级从“跑赢大市”下调至...

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