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《大行报告》汇丰研究:新消费券计划对零售业主正面 喜好领展(00823.HK)
阿思达克 02-25 13:00
汇丰研究就新一份《财政预算案》发表报告回应,指港府续关注稳定经济及减轻财政负担,但逆周期措施规模较小;并认为相当於去年零售销售11%、规模约360亿元的新电子消费券计划对零售铺位业主正面。考虑业务复苏,该行喜好零售收租股如领展(00823.HK),评级「买入」,目标价87.5元。

报告称,《预算案》对楼市及土地供应政策改动轻微,未提及调整住宅印花税或潜在放宽楼按。不过,出乎预期,政府研究将启德5幅商业地转作住宅发展,或干扰区内住宅供需及潜在影响地价,或对区内有物业发展项目的发展商有负面影响。

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