瑞银发表研究报告指出,香港地产板块在2026年开局强劲,多只股份逼近历史高位。随着估值看来日益昂贵,即使部分股份以市账率计亦然,该行正采取更具选择性的取态。该行尤其偏好净资产负债比率相对较低的股份,信和置业(00083.HK) 、长实集团(01113.HK) 及嘉里建设(00683.HK),认为其涉及股本相关发行的风险较低,因行业去杠杆进展持续缓慢,且仍需要资金补充土地储备。同时亦偏好提供可持续...
Source Link瑞银发表研究报告指出,香港地产板块在2026年开局强劲,多只股份逼近历史高位。随着估值看来日益昂贵,即使部分股份以市账率计亦然,该行正采取更具选择性的取态。该行尤其偏好净资产负债比率相对较低的股份,信和置业(00083.HK) 、长实集团(01113.HK) 及嘉里建设(00683.HK),认为其涉及股本相关发行的风险较低,因行业去杠杆进展持续缓慢,且仍需要资金补充土地储备。同时亦偏好提供可持续...
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