《大行》大摩:豪宅印花税上调不利九龙仓集团(00004.HK)等公司 料今年楼价升10%

阿斯达克财经
Feb 26

摩根士丹利研究报告指,港府新一份财政预算案宣布将价值超过1亿元的住宅物业印花税率上调至6.5%。该行估算此类物业在2025年占总成交量0.3%,但占总成交额8%,预期措施将对九龙仓置业(01997.HK) 构成负面影响;其他有此类物业风险敞口的公司包括恒隆地产(00101.HK) 、长实(01113.HK) 、恒基地产(00012.HK) 及新鸿基地产(00016.HK) 。商业地皮方面,连续...

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