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大和:香港樓市氣氛轉暖 首選信置(0083.HK)等6股
格隆匯 04-26 16:17

大和發表研究報吿指,香港住宅市場情緒似乎已轉趨積極,估計即將推出的黃竹坑站“晉環”及其他項目反應理想,重申對行業“正面”看法,首選信置(0083.HK)、新地(0016.HK)、恆地(0012.HK)、太古地產(1972.HK)、恆隆(0101.HK)及領展(0823.HK),並均予其買入評級。

大和表示,近幾星期實體市場情緒轉向建設性方面,其中超豪宅市場已錄得數寫破記錄成交,而二手成交年初至今仍在穩步增長,帶動樓價累升2%。

該行認為,未來幾個月正面因素會陸續浮現,而疫情帶來的風險亦正在減退,預期部分被壓抑的需求將會迴歸,同時港府放寬樓保亦大大改善了樓價1000萬港元以下住宅物業的需求及流動性,相信換樓需求將會增加,有助減低移民及經濟不確定性的影響。

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