《大行》花旗:本港地产股行业基本面转强 首选新地(00016.HK)、长实集团(01113.HK)及太古地产(01972.HK)

阿斯达克财经
Yesterday

花旗发表本港地产股报告指,地产股2025财年业绩受惠利息成本节省,又认为上市企业对2026财年的指引极具鼓舞性:因楼价多年上涨带来可预期的物业销售订金回报率回升,核心写字楼受惠租赁动力且减租幅度较小,以及内地高端零售出现正向回归。该行认为,新地(00016.HK) 及置地股息胜预期,预示上行周期即将来临,受发展物业获利润率快速回升及投资物业收成所提振。该行认为地产股本月回调很可能是源于升势后的获利...

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