摩根士丹利发表研究报告指，虽然住宅物业及零售市况趋稳，但市场普遍仍期待香港特区政府9月17日公布的新一份施政报告会公布利好楼市的措施，当中包括将进一步削减楼价600万港元以下住宅物业印花税、放宽资本投资者入境计划要求以刺激豪宅投资需求、设立购房资金通计划，以及加快北部都会区土地收回及基建建设。 整体而言，大摩预期新鸿基地产及恒基地产可能最大程度受惠于任何潜在楼市支持政策，均予“增持”评级；虽然近期HIBOR回升，但美联储可能减息亦将带来支持。大摩较不看好九龙仓集团，认为内地业务面临挑战，予“减持”评级。
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