大行评级|小摩:预计HIBOR将逐步回升至2至3% 香港地产股首选太古地产、领展及恒基地产

格隆汇
20 Jun

摩根大通发表报告指,较低的HIBOR有助降低融资成本,每降低100个基点的HIBOR,利息支出可减少12%,相当于对盈利带来约5%增长。该行预计HIBOR不会长期维持在1%以下,基准情景下可能逐步回升至2至3%,但仍低于2025年5月前的4%以上水平。该行指,香港地产股首选太古地产、领展及恒基地产,均提供超过6%的股息收益率,具备稳健基本面及收入潜力。

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