摩根大通发表研究报告指,一个月香港同业拆息(HIBOR)在低位维持三个月后,本周回升至逾2%水平。然而,这可能属预料之内,并相信HIBOR在可预见的将来或维持在2%至3%的范围内。该行相信,香港地产行业在未来一个月将保持韧性,直至政府公布《施政报告》之日,因为市场正在建立对新政策的预期,而在美国降息之后,该行业可能会短期喘息。不过,该行相信行业仍将逐步复苏。在收租股之中,看好太古地产、恒隆地产、九龙仓置业及领展;发展商方面,则看好恒基地产及信和置业。
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