大行评级丨小摩:香港证监会目标明年上半年推房托通,料领展为主要受惠者

格隆汇
Sep 24
摩根大通发表研报指,香港证监会行政总裁梁凤仪透露目标于明年上半年推出房托通(REITs通),是自2024年提出以来首次公布官方具体时间表,认为虽然存在监管不确定性,正式推出时间或会延迟,但至少目前有更清晰时间表。该行指,投资者对房托通的预期已因长期等待而淡化,相信最新言论或可重新引起市场的期待。按现行南向通纳入标准(恒生综合指数成份股、平均市值逾50亿港元),预期目前有三只香港上市房托将符合资格,包括领展、置富产业信托及冠君产业信托。由于领展是流动性最高的港股REIT,该行相信将成主要受惠者,给予“增持”评级,目标价43港元。

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