Goldman Sachs: The average capitalization rate for commercial Real Estate in Hong Kong has risen to 5.7%. It maintains the "Buy" rating for Chow Tai Fook (01113) and SHK PPT (00016).
Major banks' ratings丨Goldman Sachs: Maintains "Buy" ratings for CK ASSET and SHK PPT and a "Sell" rating for HENDERSON LAND.
Major banks rating丨Morgan Stanley: Expects Hong Kong property prices to decline by another 5% in the first half of next year, generally lowering the Target Price for real estate and House Rental Companies.
Major ratings | Jefferies Financial: It is expected that Hong Kong property prices will record single-digit gains next year, with a preference for companies that have attractive dividend yields and stable fundamentals.
Large bank rating | Citigroup: It is expected that the real estate markets in mainland China and Hong Kong will stabilize by 2025, and china res land remains a top pick.
Da Hua Ji Xian: It is expected that Hong Kong property prices will rise by 3% from the fourth quarter of this year to the first quarter of next year, preferring shk ppt and Link.
Brokerage Focus: HSBC Research expects Hong Kong residence prices to stabilize in the second half of the year, bullish on Sunlight Real Estate Investment Trust (00016) and others.
Major rating agency | UBS Group: Mainland clients buying Hong Kong properties intend to further increase, expecting Hong Kong property prices to rebound next year.
UBS Group: Rated SHK PPT (00016) as a 'buy', with a target price of 102 Hong Kong dollars.
jefferies financial: Government Work Report moderately positive for real estate stocks, shk ppt expected to benefit relatively.
Major rating | UBS group: Hong Kong property stocks are expected to continue to rebound, with Henderson Land, Kerry PPT, and SHK PPT being the top choices.
UBS Group: It is expected that the remaining time of the year, Hong Kong property prices will generally stabilize or slightly rebound.
Bank Ratings | Credit Suisse: Low interest rates are bullish for Hong Kong property stocks, attractive valuations for SHK PPT and Link REIT.
Bocom Intl: Maintains 'buy' rating on SHK PPT (00016), target price lowered to HKD 96.1.
DBS: Downgrades shk ppt's target price to 102 Hong Kong dollars, downgrades earnings forecast per share for fiscal years 2025 and 2026.
Citi: Maintains a "buy" rating for SHK PPT, with the target price raised to HK$88.5.
Bocom Intl: Maintains 'buy' rating on SHK PPT (00016), target price lowered to HKD 96.1.
Sun Hung Kai Properties (0016.HK) FY2024 results preview: Rental income is expected to reach HK$20 billion, and core profit falls slightly
DBS Bank: Lowering shk ppt Target Price to HKD 94.45, Rating 'Buy'.
JPMorgan lowers target price for multiple Hong Kong property stocks, predicts average drop of 7% in mid-term core earnings per share for the industry.