《大行》美银证券平均上调本港房地产股目标价约10% 领展(00823.HK)为追落后首选股

阿斯达克财经
Feb 11

美银证券研报指,近期与投资者互动下感受到市场观点现分歧,非本地离岸一般投资者对香港楼价前景更为乐观。但本地、内地及地产基金投资者则更关注估值是否已充分反映。整体上,投资者似乎一致愿意忽略近期较低收益率,预测房地产市场将进入多年的周期性回升阶段。基于上述背景,美银证券基于资产净值目标折让幅度收窄,将多家房地产股票目标价平均上调10%,以反映香港开发项目和高端零售销售强劲;并根据更新后的开发项目入账...

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