You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:料政府恢复及加速发展新市镇 港地产商将受惠
格隆汇 10-03 11:44

大和发表研究报告指,行政长官林郑月娥将发表施政报告,相信恢复及加速新市镇的发展,可能会成为政府的主要重点,又认为近期本港发生的社会事件可能令政府将更多精力放在社会及农地的问题上,部分的地产商能从中受惠。

大和估计,香港四大主要地产商合计拥有1.03亿平方呎的农地,又相信香港住宅市场可能需要更多的新市镇。该行指,本港在1990年前都有继续发展新市镇,不过及后因多种因素而停止,最后一个新市镇是20多年前的东涌。

该行指,对很多政党而言,更多的新市镇将会是个正面的情况。该行认为,在地产方面,周边地区的新供应,甚至是供应过剩的情况,未必会影响到整个市场,而出现更多新市镇,可能会带来类似东九龙写字楼的影响,并且会使整个结构更加健康,同时认为可以令包括拥有农地的地产商从中受惠。

该行又表示,目前本港地产股的股价处于低位,继续看到股票估值具有从目前水平提升的空间,特别是仍可保持股息增长的公司。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account