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<Research>JPM: HK Banks Expected to Continue to Cut Rates; Top Picks HENDERSON LAND/ SINO LAND Among Homebuilders
Following the US Fed's 0.25% interest rate cut, Hong Kong banks also followed by lowering the prime rate by 0.125%, JPMorgan released a research report saying. Of which, HSBC&#...
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<Research>JPM: HK Banks Expected to Continue to Cut Rates; Top Picks HENDERSON LAND/ SINO LAND Among Homebuilders
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Following the US Fed's 0.25% interest rate cut, Hong Kong banks also followed by lowering the prime rate by 0.125%, JPMorgan released a research report saying. Of which, HSBC's new effective mortgage rate decreased from 3.5% to 3.375%.

Although this appears lower than the gross rental yield of 3.6%, after accounting for management fees and other costs, the new mortgage rate will remain higher than the net rental yield of 3.1%.

Related NewsBOCOMI Upgrades HENDERSON LAND (00012.HK) to Buy as Rate Cuts Boost Property Mkt Performance
The broker anticipated that, as the Fed will implement further rate cuts in the future, Hong Kong banks will follow the rate cut pace. This will enable the Hong Kong property market to achieve genuine positive cash flow returns in 2026, supporting the base case forecast of 3-5% property price growth next year. However, the key factor remains the sustained strength of the HSI.

JPMorgan maintained a positive outlook on Hong Kong properties, and suggested investors to buy on dips. Among developers, the broker's top picks are HENDERSON LAND (00012.HK)  +0.140 (+0.513%)    Short selling $47.36M; Ratio 51.354%   and SINO LAND (00083.HK)  -0.050 (-0.507%)    Short selling $31.38M; Ratio 40.377%   .

Among landlords, JPMorgan preferred SWIREPROPERTIES (01972.HK)  -0.260 (-1.185%)    Short selling $7.38M; Ratio 7.918%   and HANG LUNG PPT (00101.HK)  +0.060 (+0.697%)    Short selling $15.68M; Ratio 35.110%   , followed by WHARF REIC (01997.HK)  -0.100 (-0.445%)    Short selling $36.37M; Ratio 49.482%   and LINK REIT (00823.HK)  -0.140 (-0.348%)    Short selling $39.78M; Ratio 10.085%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-09-24 16:25.)

Related NewsDaiwa: It Is Right Time to Shift Preferences from A-shrs Back to HK Stocks; High-dividend Local Stocks Regain Mkt Attention

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