摩根大通近日发表报告，假设利率每下调100个基点，料对本港地产股2025年度核心盈利的敏感性分析(影响)，按固定负债比率计算(fixed debt ratio)：
股份│利率每下调100个基点，对2025年度核心盈利影响
新世界发展(00017.HK) │+548.5%
恒基地产(00012.HK) │+10.1%
恒隆地产(00101.HK) │+7.5%
九龙仓置业(01997.HK) │+4.2%
新鸿基地产(00016.HK) │+3.1%
置地(HKLD.SI)│+2.9%
领展(00823.HK) │+2.2%
长实集团(01113.HK) │+2%
太古地产(01972.HK) │+1.4%
信和置业(00083.HK) │+0.1%
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该行同时列出，假设利率每下调100个基点，料对本港地产股2025年度财务成本减省预测，按固定负债比率计算：
股份│利率每下调100个基点，对2025年度财务成本减省预测
新世界发展│13.05亿元
恒基地产│10.95亿元
新鸿基地产│8.74亿元
九龙仓置业│3.21亿元
长实集团│3.2亿元
恒隆地产│3.14亿元
领展│1.81亿元
置地│1.75亿元
太古地产│1.39亿元
信和置业│800万元
(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-16 16:25。)
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