美银证券发表研究报告指,虽然中东地缘紧张局势升温,但香港地产商3月仍继续加价,不过大部分新推批次单位数量较少,并集中于市区。考虑到近期股市波动,发展商或会对加价持更审慎态度,尤其针对大型新盘。该行认为地产股及综合企业去年业绩大致符合预期,大部分盈利差异来自项目入账时间。板块经获利回吐后,目前相关股份的股息率变得更为吸引,而大部分发展商的每股盈利应已于去年见底。该行将2026至2027年每股盈利预测...
Source Link美银证券发表研究报告指,虽然中东地缘紧张局势升温,但香港地产商3月仍继续加价,不过大部分新推批次单位数量较少,并集中于市区。考虑到近期股市波动,发展商或会对加价持更审慎态度,尤其针对大型新盘。该行认为地产股及综合企业去年业绩大致符合预期,大部分盈利差异来自项目入账时间。板块经获利回吐后,目前相关股份的股息率变得更为吸引,而大部分发展商的每股盈利应已于去年见底。该行将2026至2027年每股盈利预测...
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