《大行》大华继显:对新世界(00017.HK)保持谨慎维持“持有”评级 首选润地(01109.HK)新地(00016.HK)

阿斯达克财经
19 Feb

大华继显发表研究报告指,内地及香港的物业销售在本月第三周按周复苏,香港中原城市领先指数CCL维持稳定,但料高库存水平将继续对楼价形成压力,对新世界(00017.HK) 保持谨慎,维持“持有”评级,目标价4.68元,并列润地(01109.HK) 及新地(00016.HK) 为首选。
该行指,香港楼价在减息周期的初期持平,CCL指数截至上周五(14日)录得138.47点,按周升0.1%。该行同料发展商在新盘定价方面会保持审慎,主要因为香港楼市库存水平。据房屋局数据,截至2024年底,私人住宅单位的潜在供应量维持在9.5万个的高位,高于10年平均的74,450个。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 16:25。)

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