港股异动 | 香港地产股多数下跌 香港楼价指数创近8年新低 小摩料行业核心每股盈利平均跌7%
香港地产股多数下跌,截至发稿,恒隆地产(00101)跌12.05%,报5.62港元;恒隆集团(00010)跌4.46%,报8.56港元;太古地产(01972)跌4.4%,报12.16港元;九龙仓置业(01997)跌3.43%,报18.58港元;长实集团(01113)跌2.18%,报29.2港元。
消息面上,香港特区政府差饷物业估价署29日公布,2024年6月香港私人住宅楼价指数为301.8点,比上月下降1.24%,连续两个月下降,与去年同期比较则下降13.1%,并创近8年以来新低。香港利嘉阁地产部主管陈海潮表示,受新盘低价开售拖累,二手楼价乏力,导致6月楼价下降。香港楼价连降两个月已完全蒸发“撤辣”(即撤销所有住宅物业需求管理措施)后3月及4月两个月累积的升幅。
摩通大根研报指出,香港地产股将会在未来数月逐渐公布中期或全年业绩,料行业核心每股盈利平均跌7%,主要是受到较低租赁收入,发展项目毛利受压及融资成本上升影响。大部分地产股的每股派息应该会持平或轻微上升,但料12只地产股中有3只会减少股息,而九龙仓置业及恒隆地产为该行目前预期中有较高的下行风险。
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