《大行》大摩:低息利好香港地产股多于新加坡 领展(00823.HK)及新地(00016.HK)具吸引力

阿斯达克财经
Sep 19, 2024

摩根士丹利指,本港在受惠于美息下降及内地经济增长加快具独特优势。即使没有内地经济增长,美联储预计减息亦对估值处历来最低水平,且提供可持续及高派息的本港地产股正面。该行料本港楼价在今年跌8%后,明年回升6%。纵使住宅价格自2021年调整三成,本港住宅可负担比率目前仍处历史高端的50%,但假设明年按揭利率回落至3.2厘下,有关比率料改善至45%,且租金扣除供楼回报亦将转正。另一方面,该行料按揭利率下降...

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