汇丰研究降太古地产(01972.HK)及嘉里建设(00683.HK)评级至「持有」下调置地及冠君(02778.HK)至「减持」

AAFN2022-11-18

汇丰研究发表报告指，虽然近期有关新闻均属正面，但本港商业地产行业仍面对很多特定的行业挑战，其中供应是最大问题，预期明年将有二十年来最多的写字楼新供应进入市场，但正在下行的市场需求未见有大幅好转。该行同时对零售租金持悲观态度，由於本地消费疲弱及宏观挑战，估计明年零售租金将下降最多3%(早前为增长3%至5%)。另外，汇丰亦关注其认为是主要但被忽视的问题，即有关股份削减派息的风险，因将会对股价表现有...

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汇丰研究降太古地产(01972.HK)及嘉里建设(00683.HK)评级至「持有」 下调置地及冠君(02778.HK)至「减持」

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汇丰研究降太古地产(01972.HK)及嘉里建设(00683.HK)评级至「持有」下调置地及冠君(02778.HK)至「减持」