Share This

Topics Comments

  Next page > 
Cheung Kong VODone Limited Shenzhen International Holdings Limited Jiangxi Copper Company Limited REXLot Holdings Limited China Overseas Land & Investment Limited Chong Hing Bank Limited Agricultural Bank of China Limited Chow Tai Fook Jewellery Group Limited Capital VC Limited iShares A50 Standard Chartered Bank of Communications Bank of China China LotSynergy Holdings Limited agribank Agri Airlines Appl AUD Auto A Shares Brokers CAD fertilizer producers China Lottery Supermarket China Banks Communication Consumer China Econ Electricity China Finance China IT Petro Real Est China Resource Steel coal Commodity Beauty Drugs Enviro EURO Lang Simon Ting WongSir Andy Xie Expo Gambling Garment gas GBD Gold Gold Jew Gold mine Harbour Highways HK Apparel REITs Rentals HK Banks ETF HK Housing Market Real Est HK HK Stock iBond Infra Insure IPO jewel Mach Build Mat New Energy NZD Oil Paper Rare Earths Real Estate Market Food RMB Rising RMB RMB Bonds Shipbuilding Shipping Sports Stock Trend Taiwan Dollar (TWD) Textile Top 500 US Bonds USD US Econ Util Water Yang Liu's 10 Stocks YEN Diary media Central Bank Monetary Policy Education Construction Emerging markets Nuclear power BillGross private-enterprise-china Cement HK retail logistics Swiss franc Social Security Fund Law Ka-Chung capital flow Financial and political policy Railway film Korean Won Roubini Faber Mobius
Topics Last reply time Nickname Content
Rentals 2020-06-03 11:54 財經茄呢啡 領展績後受追捧,昨高收6%領漲藍籌。隨著本地防疫措拖有望放寬,領展管理層料業務最壞情況已過,加上旗下商場租戶亦以民生消費為主,業務較其余零售收租股穩定,在經調整後估值吸引,現價收集值博率高。
Rentals 2020-06-02 11:54 財經茄呢啡 短期內港股承受壓力相對較大,對內面對本地經濟政治前景,及企業利潤降低等負面因素;對外面對中美關系不確定、環球新冠病毒疫情,和經濟的復蘇進度,港股短期料續動蕩,包括地產、收租、零售及金融等一眾本地股面對的挑戰較大。
Rentals 2020-06-01 11:44 財經茄呢啡 報告指香港的地產恐受最大影響。本地收租股方面,商業活動放緩將會令寫字樓及零售物業需求消減,租金受壓。至於住宅物業,市民收入的負面影響將削弱負擔能力,如果需求牛皮,則政策可能放松抵消影響。該行預料,在悲觀情景下,寫字樓及零售物業租金將較今年首季再跌20%,樓價看淡10%。
Rentals 2020-06-01 11:44 財經茄呢啡 瑞信的報告稱,香港地產受影響最大,本地收租股方面,商業活動放緩將會令寫字樓(辦公大樓)及零售物業的需求消減,令租金受壓。住宅物業方面,市民收入的負面影響將削弱負擔能力,但如果需求牛皮,政策可能會放松,抵消有關影響。
Rentals 2020-06-01 11:44 財經茄呢啡 PORTWOOD CAPITAL董事總經理卓百德在上期封面故事分析,市場擔心制訂港區國安法將令短期示威加劇,壓抑消費及旅游業外,該法例亦的確對本港中長期能否維持國際金融中心及全球商業中心地位帶來不明朗因素,預料住宅樓價今年底前再跌約8%,寫字樓及商鋪租金跌幅會更大,料地產股未跌完,收租股表現料更差,亦測中類似股權上星期走勢。
Rentals 2020-05-30 11:50 財經茄呢啡 本地收租股方面,商業活動放緩將會令寫字樓及零售物業的需求消減,令租金受壓。住宅物業方面,市民收入的負面影響將削弱負擔能力,不過若需求牛皮或導至政策放松,抵消有關影響。瑞信預估,寫字樓及零售物業租金或較今年首季再跌20%,降至2008至2009年平均水平;住宅樓價則料再跌10%。本地發展商及收租股的資金淨值料將分別消減14%及18%。
Rentals 2020-05-30 11:50 財經茄呢啡 瑞信指在悲觀情況下,預估寫字樓及零售物業租金較今年首季再跌20%,跌至2008至09年平均水平;樓價則料再跌10%,延續自去年6月的調整,料調整幅度擴大至16%。上述因素料對本地發展商及收租股的資金淨值分別消減14%及18%。
Rentals 2020-05-27 12:10 財經茄呢啡 新聞報道指香港或於5月放寬社交距離措施,預估香港地產股將繼續跑贏國際同業,並預估零售銷售將較快復蘇,特別是針對本地人消費的商場,但認為不能完全回到疫情前的水平。該行認為訪港旅客將需要較長時間恢復,但高端零售的收租股認為仍會受惠類似正面消息。
Rentals 2020-05-27 12:10 財經茄呢啡 近日捱沽後,今早亦見回勇。長實升2.2%;新地漲3.2%;信置升2.4%;恆地揚4.8%,為表現最叻藍籌;新世界升2.4%;嘉里走高2.8%。收租股方面,太古地產反彈1.8%;希慎升3.3%;九置漲2.7%;領展走高2.5%;九倉沽亞馬遜FB勁賺19億,中午揚4.9%。
Rentals 2020-05-27 12:10 財經茄呢啡 上星期五(22日)「港版國安法」觸發股市大瀉,領展更少有地大插逾10%。市場人士普遍認為,目前疫情對社會的困擾降溫,但新一波社會事件卷至,勢必削弱市民的消費意欲,零售、收租,以至REITS的經營壓力未有解除。
  Next page > 

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2020 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.