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交银国际:香港楼市需时重建信心 推荐恒地(0012.HK)新地(0016.HK)
格隆汇 09-13 10:57

交银国际发表报告表示,相信香港楼市需时去重建信心,同时零售气氛疲弱,会打击以商业及零售为主的地产商,因此会较为偏好有足够住宅储备及较低零售及商业比例的发展商,并推荐恒地(00012.HK),目标价48.64港元,评级“买入”。

报告称,新地(00016.HK)业绩符合预期,收入虽然稍低于预测,但基本溢利符合市场估计,目标价153港元,评级“买入”。九月起发展商加快推盘,包括高银(00530.HK)、新地、中信泰富及会德丰(00020.HK)都有新盘推出,预计开发商定价方面保持谨慎。另外,预计二手市场会继续维持温和。

内地楼市方面,投资者应该关注开发商销售和下半年剩余的再融资计划,交银偏好有较好利润率、健康财务状况和更高的销售目标开发商,并推荐华润置地(01109.HK),予目标价39.98港元及评级“买入”,及世茂房地产(00813.HK),目标价30.88港元,评级“买入”。

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