交银国际:港银降息为明年复苏做好准备 香港房地产首选领展房产基金(00823)

智通财经网
25 Sep 2024

智通财经APP获悉,交银国际发布研究报告称,随着美联储减息,香港主要银行将最优惠利率下调25个点子,幅度超过预期的0至12.5个点,认为实质按揭利率将在明年降至低于住宅租金回报率水平,这将缓解价格压力。

交银国际给予领展房产基金(00823)“买入”评级,并列为香港房地产股的首选,同时亦看好可售资源充足兼且去化率高的新鸿基地产(00016) ,给予“买入”评级。

该行预计,香港银行在未来联邦基金利率下调首50个点子后,只会跟随将最优惠利率下调25至37.5个点子,而明年首季起才会完全同步跟随减息。

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