智通财经APP获悉，摩根士丹利发布研报称，维持对香港住宅楼市乐观看法，推荐股息回报率较高及货源充足的新鸿基地产(00016)及恒基地产(00012)，认为在利率下行环境中发展商将优先受惠，均予“增持”评级。
报告指，香港住宅市场将受到潜在供应量已见顶回落、HIBOR下降及内地买家占比提升所支持，楼价或潜在见底。上半年整体住宅成交同比增3.9%至2.95万伙，其中400万港元以下物业成交更飙升305%，主要由于预算案放宽低价物业印花税至100港元，有助刺激交投。
大摩认为，发展商持续去库存，上半年新盘销售率提升至62%，对比去年为57%，价格折扣则从12%收窄至9%。大摩引述美联专家预期全年新盘销售达1.8万户，同比增6%，楼价有望回升3%; 租赁市场则受内地人才及学生需求带动，预计全年租金水平可提升6%。
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