大行評級 | 高盛:增公營房屋關鍵爲執行力,料香港本地地產股反應正面
格隆匯10月7日丨新一份施政報告昨日公佈,高盛發表研究報告,稱香港整體房屋供應自2015年左右纔有所增加。並認爲,供應問題的重點在於公營房屋方面。於3年前,公營對私營單位的比例目標由6:4改爲7:3,而目前完成率約5:5。政府目標是未來5年內增至約2.2萬夥,該行認爲執行是關鍵。
另外,該行估計香港本地地產股的股價反應正面,維持多隻股份評級及目標價。對新鴻基地產(0016.HK)評級爲“買入”,目標價145港元;長實集團(1113.HK)評級爲“中性”,目標價61港元;新世界發展(0017.HK)評級爲“買入”,目標價57港元;恆基地產(0012.HK) 評級爲“中性”,目標價41港元;信和置業(0083.HK)評級爲“買入”,目標價14港元;嘉裏建設(0683.HK)評級爲“買入”,目標價42港元。
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