大行评级|花旗:预期投资者聚焦于高收益股 地产股首选领展、新鸿基地产

格隆汇
Yesterday

花旗发表研究报告指,由于内地支持巩固香港金融中心地位及保障资产价格,沪港加强金融合作、A股上市公司在港IPO、南向资金流入、股票成交活跃及香港银行同业拆息变动,为香港地产行业的重整提供支持。该行预期投资者仍会聚焦于高收益股票,地产股首选香港置地、领展、新鸿基地产,并偏好恒基地产上半年打后的表现。 住宅方面,该行估计行业整体利润率仍然微薄。至于北部都会区,由于下半年情况不明朗及收地放缓,发展商普遍持审慎态度。 对于写字楼,新需求来自扩展或巩固业务,中环核心资产表现优于预期。该行认为,香港置地、新地及恒隆地产将会受惠。 零售方面,香港零售业销售额跌幅收窄,利园在新大厦启用后录得增长,置地广场的VIP消费亦录得增长。而内地零售业销情则自去年第四季起复苏,并持续至今。

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