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大行評級|花旗:關稅對香港寫字樓及零售行業帶來負面影響並間接影響住宅市場
格隆匯 04-11 11:10

花旗發表研究報告指,關稅對香港的寫字樓及零售行業帶來負面影響,並間接影響住宅市場。該行提到,地緣政治風險的憂慮或導致企業及資金遷移。在去全球化及尋找新產業的環境下,香港需要重構“超級聯繫人”的地位。

該行又指出,在空置率高企及需求減少導致租金下調的情況下,利息負擔對商業房地產來說十分重要。零售類及寫字樓類商業房地產的價值下降,對股權價值構成負面影響,亦令銀行感到不安,而由於風險溢價較高,資產交易缺乏流動性。

在香港地產股之中,該行看好信和置業、嘉里建設、恆基地產及新鴻基地產。

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