News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<Research>G Sachs Raises 2026 Home Price Growth Forecast to 12%, Upgrades HENDERSON LAND/ SINO LAND to Buy
Goldman Sachs released a research report raising its forecast for 2026 home price increase from 5% to 12%, and anticipating that government visa and immigration policies will boost...
Reset
Send
The window will close in 5 seconds
<Research>G Sachs Raises 2026 Home Price Growth Forecast to 12%, Upgrades HENDERSON LAND/ SINO LAND to Buy
Close
Recommend
28
Positive
43
Negative
23
 
SHORT SELL
 
STOCK INFO
aacat by AASTOCKS
Open a new trading account to get 1 Intel/Selected Gold ETF share!

Goldman Sachs released a research report raising its forecast for 2026 home price increase from 5% to 12%, and anticipating that government visa and immigration policies will boost demand.

Moreover, strong rental growth (cumulative increase of about 20% from 2023 to 2025), coupled with lower mortgage rates, may lead more people to 'switch from renting to buying.'

Related NewsLINK REIT (00823.HK) FY Distributable Amount Falls 6.4% YoY; Final Distribution Per Unit HK126.73 cents
Following the removal of cooling measures at the start of FY2024, trading costs significantly reduced, which may also stimulate investment demand. The broker estimated future government policies to continue supporting population, income growth and housing affordability.

Regarding stocks, Goldman Sachs upgraded HENDERSON LAND (00012.HK)  0.000 (0.000%)    Short selling $151.24M; Ratio 42.685%   and SINO LAND (00083.HK)  0.000 (0.000%)    Short selling $50.30M; Ratio 44.071%   from Sell to Buy, believing both will benefit more from the upcycle of the Hong Kong residential market. The broker elevated its target prices to $39 and $14.6 each, while reaffirming rating at Buy for SHK PPT (00016.HK)  0.000 (0.000%)    Short selling $396.96M; Ratio 32.207%   , with a target price significantly raised to $159.

The unit inventory from the above three companies accounts for about 36% of the overall market, with various new projects underway. Furthermore, Goldman Sachs downgraded CK ASSET (01113.HK)  0.000 (0.000%)    Short selling $102.70M; Ratio 38.233%   from Buy to Neutral due to its smaller exposure to the Hong Kong property market, with its target price lifted to $53.

Related News Citi: LINK REIT (00823.HK) FY2026 Distribution per Unit In Line; Rating Neutral
On the other hand, the broker downgraded WHARF REIC (01997.HK)  0.000 (0.000%)    Short selling $19.50M; Ratio 30.884%   from Buy to Sell, and LINK REIT (00823.HK)  0.000 (0.000%)    Short selling $130.49M; Ratio 25.391%   from Buy to Neutral, due to their larger exposure to the retail sector and specific company-level issues or other structural challenges, with target prices dropped to $28 and $41.3, respectively.

Lastly, Goldman Sachs downgraded MTR CORPORATION (00066.HK)  0.000 (0.000%)    Short selling $91.71M; Ratio 42.968%   from Neutral to Sell, with its target price lifted to $36.1.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-02 16:25.)

AASTOCKS Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.