智通财经APP获悉，富瑞发布研究报告称，将太古地产(01972)目标价由14港元上调至18港元，评级由“持有”升至“买入”，主要基于其积极的股东回报政策，以及强劲的执行记录。另外，消费者情绪的改善对太古地产在中国的商场扩张计划而言，属正面的兆头。另将九龙仓置业(01997)目标价由22港元上调至26港元，维持“持有”评级。并指中央的消费刺激措施或需一段时间才能对香港产生“外溢效应”。
该行指出，香港房地产股股价早前因美国减息而上涨20%至30%，该行指，现时的利率预期已趋向稳定、中国宏观经济及市场情绪出现改善。虽然资本市场转好或会对本港楼价有利，但风格转向增长或会限制香港房地产股的相对表现。
报告提及，最近的中央推出的刺激政策，以及对推动消费的财政措施预期不断升温，提振拥有中国零售业务的香港上市收租股前景。故该行将恒隆地产(00101)目标价由6港元上调至8港元，评级由“持有”升至“买入”，并指美国利率下降及中国消费者信心改善，或会支持该股份的重新评级，并抑制股息进一步下行的担忧。
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