信和置业等港地产股:花旗报告的新观点

和讯网
11 Apr

【4 月 11 日,花旗发布研究报告称】花旗指出,关税给香港的写字楼及零售行业带来负面效应,还间接影响住宅市场。地缘政治风险的担忧或致使企业及资金迁移,在去全球化及寻找新产业的形势下,香港需重构“超级联系人”地位。在空置率高、需求减少致租金下调时,利息负担对商业房地产很重要。零售及写字楼类商业房地产价值下降,对股权价值有负面影响,也让银行不安,因风险溢价高,资产交易缺乏流动性。香港地产股中,花旗...

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