小摩：料香港收租股上行空间潜力更大首选恒隆地产(00101)和太古地产(01972)

智通财经01-19

智通财经APP获悉，小摩大根发布研报称，或受到多家券商将香港今年房价增长预测上调至5%至10%所推动，今年以来，香港地产股已飙升11%，表现胜恒生指数6%。小摩表示，考虑到多家公司的股价已达到或接近历史高点，相信市场已消化了香港楼市在未来两年的稳固复苏。在此关口，小摩认为收租股潜在上行空间更大，因其商业地产业务的改善尚未被完全反映在股价中，其大多数股价仍比高峰低30%以上。小摩首选恒隆地产(...

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小摩：料香港收租股上行空间潜力更大 首选恒隆地产(00101)和太古地产(01972)

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小摩：料香港收租股上行空间潜力更大首选恒隆地产(00101)和太古地产(01972)