香港地產股今年跑贏大盤 摩根士丹利上調多隻個股目標價

格隆匯
2021.07.27 06:03
大摩發研報指，香港地產股今年至今跑贏恒指，估值均較每股資產淨值折讓 49%，股息收益率為 4% 以上，維持行業吸引的看法。該行料本地地產股股息率為 4% 以上，預期在下個月的業績期，大部份公司可維持穩定的派息，除了九龍倉置業 (1997.HK)、冠君產業信託 (2778.HK)、置富產業信託 (0778.HK)，因每股盈利下降，而令每股分派減少。該行預期下半年具規模的辦公室供應增加，香港租務市場 EBIT 料改善至跌 5%(上年同期為-13%)。首五個月內地奢侈品零售銷售按年增 47%，相信有助恆隆地產 (0101.HK)、太古地產 (1972.HK)、和新鴻基地產 (0016.HK)。該行看好信和置業 (0083.HK)、嘉裏建設 (0683.HK)、希慎興業 (0014.HK)。
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