里昂:住宅市场尚未到达转折点 降恒基地产评级至“持有”

智通财经
May 23, 2025

智通财经APP获悉,里昂发布研报称,为反映房地产销售放缓及美国关税影响,将恒基地产(00012)今明两年盈利预测分别下调21.4%和16%,并将目标价从23.7港元下调至23.1港元。鉴于近期股价上涨,评级从“跑赢大市”下调至“持有”,因为该行认为香港住宅市场尚未到达转折点。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...

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