智通财经APP获悉,摩根大通发布研报称,香港地产股业绩期将于1月底展开。虽然该行预期大部分公司的盈利仍将持续下行,香港住宅市场改善对2025财年报表的影响有限,但该行认为即将公布的业绩或将成为大多数公司的低位,下一财政年度盈利很大机会反弹。
首选股方面,收租股(商场/写字楼类)偏好恒隆地产(00101)及太古地产(01972)。发展商偏好信和置业(00083) 。同时亦看好置地公司,但建议等待更佳的入市时机。
智通财经APP获悉,摩根大通发布研报称,香港地产股业绩期将于1月底展开。虽然该行预期大部分公司的盈利仍将持续下行,香港住宅市场改善对2025财年报表的影响有限,但该行认为即将公布的业绩或将成为大多数公司的低位,下一财政年度盈利很大机会反弹。
首选股方面,收租股(商场/写字楼类)偏好恒隆地产(00101)及太古地产(01972)。发展商偏好信和置业(00083) 。同时亦看好置地公司,但建议等待更佳的入市时机。
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