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<Research>JPM Expects HIBOR to Drop Below 2.2% Before Mortgage Rate Impacted; Top Picks SWIREPROPERTIES/ LINK REIT/ SINO LAND
Recently, Hong Kong Interbank Offered Rate (HIBOR) has dropped significantly from about 4% to about 3.1%, which is expected to have a positive impact on homebuilders in terms of fu...
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<Research>JPM Expects HIBOR to Drop Below 2.2% Before Mortgage Rate Impacted; Top Picks SWIREPROPERTIES/ LINK REIT/ SINO LAND
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Recently, Hong Kong Interbank Offered Rate (HIBOR) has dropped significantly from about 4% to about 3.1%, which is expected to have a positive impact on homebuilders in terms of fundamentals on the decline in borrowing costs, JPMorgan released a research report saying.

A 5% average earnings accretion is predicted for every 1 ppt decrease in the annualized financing costs from floating debt.

Related NewsMacquarie Says CTG DUTY-FREE (01880.HK) 1Q Rev. Continues to Recover, Lifts TP to $73.6
However, JPMorgan added that, unless HIBOR falls below 2.2%, it is not expected to have an impact on mortgage rates. The broker believed that HIBOR volatility is not a major factor in the performance of property developers, and was more optimistic about companies with stable dividend, good capital recovery and those that are involved in subsectors such as staples retail.

Its top picks are SWIREPROPERTIES (01972.HK)  +0.280 (+1.681%)    Short selling $4.32M; Ratio 7.977%   , LINK REIT (00823.HK)  -0.250 (-0.631%)    Short selling $110.52M; Ratio 16.293%   , Hongkong Land and SINO LAND (00083.HK)  -0.040 (-0.493%)    Short selling $8.64M; Ratio 22.410%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-05-08 16:25.)

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