《大行報告》摩通料本港樓價扭轉跌勢 續看好住宅開發商
摩根大通發表報告指,過去五週本港住宅市場情緒明顯改善,二手交易量達去年年中以來的高位。該行相信,今年第二季衆多新盤準備推出,將繼續推動市場的正面情緒。
摩通預期,本港住宅價格將扭轉跌勢(年初至今下跌2.7%),認爲雖然美國名義利率上升,但本港的實際負利率繼續可爲樓市提供支持;且內地人在港購買住宅有所增加。
該行相信,李家超的新一屆政府將會與發展商合作,確保來自農地轉換的穩定土地供應。由於本地住宅買賣重新展開,摩通繼續喜好住宅開發商,首選爲新地(00016.HK)及信置(00083.HK),兩企評級均爲「增持」,目標價分別116.7元及12.1元。
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