《大行》大摩：地产股偏好信置(00083.HK)及恒地(00012.HK) 股息率高

阿斯达克财经07-02

摩根士丹利发表研究报告指，香港房地产行业正面临逆风，受累物业发展利润率下跌、租金收入减少及利息开支增加，预计大部分发展商今年上半年盈利疲弱，首选股息率高且稳定的公司，包括信置(00083.HK) 及恒地(00012.HK) 。在细分行业中，仍然看好住宅物业发展，其次为零售，最后是写字楼物业，预测恒地可维持每股派息不变，上半年合约销售额可录100亿元。该行预测香港发展商物业发展业务利润率将由2023...

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