《大行报告》大摩联储局未来若减息料对本港地产股影响正面
摩根士丹利发表报告指,其美国经济学家现时相信美国联储局最快将於7月19日减息,并在可见未来保持在该水平。此外,MSP0KE指数亦暗示市场目前正预测将有超过三次的减息。该行认为,此将推动香港银行同业拆息(HIBOR)走低,而更重要的是,可减轻对银行最优惠利率的压力,使有效按揭利率下降。
大摩表示,本港地产股在波动市况中有防守性,因股份有高收益率、强劲的资产负债表及物业价格走高。未来若美国联储局减息,预期对本港地产股会有正面影响。而今年下半年估计将有7,726伙单位推出市场,即将开售的一手项目或可重燃市场情绪。行业中,该行首选为新地(00016.HK)。
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