大行评级｜瑞银：预计香港地产股受惠降息周期将永利及银娱纳入喜爱名单

格隆汇09-09

瑞银发表报告指，随着美联储将进入降息周期，继续偏好香港地产发展商，并转为看淡香港银行。该行预期，银行自2022年加息以来相对跑赢地产发展商的趋势，将随着降息周期的展开而开始回吐。该行认为，受商业地产(CRE)贷款拨备开支上升与降息压缩利息净收益率(NIM)的影响，香港银行或将面临压力。该行现时低配银行股，并将恒生银行列入其最不看好的名单。另一方面，该行将永利澳门与银河娱乐列为最推荐名单，因其受惠...

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大行评级｜瑞银：预计香港地产股受惠降息周期 将永利及银娱纳入喜爱名单

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大行评级｜瑞银：预计香港地产股受惠降息周期将永利及银娱纳入喜爱名单