《大行報告》美銀證券:港地產股面臨不明朗因素 降恆基地產及新世界發展評級
美銀證券發表報告表示,「港版國安法」審議引發不確定性,加上本港社會再度動盪令市場憂慮增加,又指即使過去周末新盤銷售反應理想,惟難以估計外圍市場對國安法的反應,至於該法例的細節未明,新法律頒布亦可能需要幾個月的時間,因此表明不確定性的時間較長。
該行指,下調本地地產股平均目標價9%,以反映其面對較大風險;至於相對於1998年地產股及2008年收租股之資產淨值折讓低位,現價仍有28%的下行空間,因此偏好於本港業務以外擁有較強執行力的地產股,或以本地消費為主的中檔收租股。
該行首選長實集團(01113.HK)及恆隆地產(00101.HK),則降恆基地產(00012.HK)及新世界發展(00017.HK)評級,分別由「中性」降至「跑輸大市」,以及由「買入」降至「中性」評級,將新世界目標價由10.8元降至9元,將恆地目標價由34.4元降至29元。(sw/W)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.