花旗：香港地产股首选新鸿基地产(00016)、长实集团(01113)、太古地产(01972)及领展房产基金(00823)

智通财经06-03

智通财经APP获悉，花旗发布研报称，在整个香港地产板块中，首选股为新鸿基地产(00016)、长实集团(01113)、太古地产(01972)及领展房产基金(00823)。该行指，早前已将领展房产基金评级上调至“买入”，主要因市值租金趋稳，以及公司转向“出售资产+股份回购”的资本管理策略。香港4月零售销售同比增长8.6%，表现稳固，但增速较3月的13%及第一季度的12%有所放缓。奢侈品板块增速放缓至...

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