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明年樓價業界現分歧 利嘉閣看升 仲量聯行估跌 @ 2024-12-14T04: Back Hot News
Keyword:樓價 料明年 香港
Concept:大摩料明年香港樓價
摩根士丹利(MORGAN STANLEY,俗稱「大摩」)發表最新報告,將明年香港樓價預測由原先估計的上升5%下調至按年持平。報告指出,由於消費者信心疲弱及利率仍處高位,預計住宅樓價在明年上半年將下跌5%,下半年可望扭轉跌勢,全年總體維持不變。
大摩料明年香港樓價先跌後升
《大行》大摩料明年本港樓價持平 寫字樓及零售租金再跌5% 地產及收租股目標價普遍降
▲ 香港樓市|大摩料2025年上半年樓價跌5%全年平穩 本港地產股續跑輸大市(附最新目標價)
香港樓市 | 大摩降明年本港樓價預測至持平,削多只地產股目標價
在高息及信心疲弱影響下,本港樓市近年表現疲弱,大行摩根士丹利亦調整對本港樓市的預測,由早前預測港樓價會升5%,調整為明年本港樓價持平,全年將呈現「先跌後升」走勢;並預料明年寫字樓及零售租金會再跌5%。大摩調低多只地產、收租股目標價,將九龍倉置業(1997)評級由「增持」連降兩級至「減持」,大削目標價28%至20元,並將希慎興業(014)評級由「中性」調低至「減持」,下調目標價7%至13元,該行更認為兩間公司股息有下跌風險。本地地產股股價昨日普遍走弱,九倉置業跌4.7%,希慎跌4.1%。
事實上,大摩並非唱談明年樓市的第一人,摩根大通本月初便料明年上半年住宅樓價將跌3至5%,這是因為計入稅項和管理費等買樓額外開支,住宅「供平過租」的現象需要更長的時間才出現。仲量聯行日前亦展望樓價明年跌5%,負資產個案料達10萬宗。不過,另一測量師行萊坊則料明年普通住宅樓價升5%,主要由息口回落,以及租金進一步上升所帶動。
大摩料明年港樓價「先跌後升」

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