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Real Est HK 2023-09-24T11:52 財經茄呢啡 長實、信置和新地分別有股權回購,股東或管理層賣入,令股價跑贏同業,同獲「買進」評級,加上長實和信置現金流充裕,能在逆市中以較低價位增長土地儲備,所以視兩股權為行業首選。匯豐續稱,地產股一直有相對穩定的派息政策,任何發展商減派股息,都會令股價大幅下跌。
Real Est HK 2023-09-23T10:59 財經茄呢啡 匯豐預計樓價今年無升跌,明年上半年樓價將跌5%,在下半年才企穩。匯豐原本預計2023年香港樓價將漲8%,2024年漲4%。匯豐指出,按揭利率上調、經濟放緩,加上發展商大幅減價催谷新盤銷情,在犧牲盈利之餘亦對置業信心造成負面影響。
Real Est HK 2023-09-22T11:55 財經茄呢啡 本港地產股普遍向上,恆地 升0.5%,新地 升逾1%,新世界 跌0.5%,信置 升0.9%,長實 跌0.6%。
Real Est HK 2023-09-22T11:55 財經茄呢啡 美國聯邦儲備局保持利率不變,年內或再加息。聯邦儲備局主席鮑威爾則稱按經濟表現決定。本港地產股普遍偏軟,長實報40.25元,跌0.62%,新鴻基地產報79.65元,跌0.87%,恆基地產報19.86元,跌1.44%。恆隆地產報10.16元,跌1.93%。新世發展跌1.17%。
Real Est HK 2023-09-22T11:55 財經茄呢啡 匯豐亦宣布,該行最優惠利率保持不變,保留在如今5.875厘的水平。而匯控及渣打早前已受齊加按息刺激升過一輪,加上本港銀行暫沒跟美國加P,另英國通脹意外降至18個月最低,今晚英國央行是否加息存變數,銀行股今天普遍偏軟。地產股則在美國或再加息下保持弱勢,瑞銀最新報告又指本港樓價雖脫離「泡沫區」,但估值仍過高,料樓市短期持續疲軟,看來地產股暫難有起色。
Real Est HK 2023-09-21T11:55 財經茄呢啡 本港地產股普遍向上,恆地 升0.5%,新地 升逾1%,新世界 跌0.5%,信置 升0.9%,長實 跌0.6%。
Real Est HK 2023-09-21T11:55 財經茄呢啡 無論由樓價、物業市場活躍度加上地產股表現,樓市不佳是客觀事實。住宅價錢下降有「舒緩市民上樓負擔」的「理由」,工商物業則沒有任何藉口。
Real Est HK 2023-09-21T11:55 財經茄呢啡 十年河西。時代變遷,股票炒作節奏、以至股市運行模式也起了很大變化。80年代獅王匯豐控股獨大,90年代地產四大天王包括長實、恆基地產、新鴻基地產及新世界發展牽制恆生指數至深。時至今天,五大企業影響恆指力度大不如前,代之而起的是新經濟類科網股板塊如騰訊、阿里巴巴及美團點評等。恆指服務公司將大批新經濟股納入成分股行列,其巨大波幅,引人注目。股民焦點遂轉移至該類板塊,對銀行地產股熱情冷卻。
Real Est HK 2023-09-19T11:55 財經茄呢啡 為反映最新樓價預期,該行平均降低本地地產股每股資金淨值預期9%,以及降低其目標價。雖然板塊股價受壓及估值貼近歷史低位,但認為直至美聯儲確認減息前,不見估值重估催化劑。而唯一仍獲持「買進」評級的長實,該行稱其為覆蓋股權中,受內地及香港樓市影響最小。另外,新地、恆地、嘉里建設評級保持「中性」;信置保持「沽售」。
Real Est HK 2023-09-18T08:12 財經茄呢啡 匯豐環球私人銀行及財富管理亞洲區首席投資總監范卓雲認為,本港龍頭地產股股價不論相對盈利、派息或較每股資產淨值(NAV)的折讓均跌至歷史平均低位,估值非常吸引,屬低吸作為長線投資;相對之下,即使近日不少民企內房股股價大幅反彈,但她認為這並無基本因素支持,不建議投資者高追。
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