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<Research>HSBC Research: Budget Takes Positive Stance on Property Mkt; SHK PPT/ HENDERSON LAND/ SINO LAND Liked
HSBC Global Research issued a research report anticipating that Hong Kong's property market policy stance will continue to favor the real estate market, with REITs potentially ...
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<Research>HSBC Research: Budget Takes Positive Stance on Property Mkt; SHK PPT/ HENDERSON LAND/ SINO LAND Liked
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HSBC Global Research issued a research report anticipating that Hong Kong's property market policy stance will continue to favor the real estate market, with REITs potentially presenting new opportunities.

Among Hong Kong homebuilders, the broker favored SHK PPT (00016.HK)  -3.600 (-2.675%)    Short selling $338.08M; Ratio 199.457%   / HENDERSON LAND (00012.HK)  -0.500 (-1.702%)    Short selling $110.61M; Ratio 239.388%   / SINO LAND (00083.HK)  -0.150 (-1.282%)    Short selling $26.41M; Ratio 409.386%   , with all rated at Buy, and kept its target prices unchanged at $147.5/ $37/ $13.9, respectively.

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Following the government's announcement to raise the stamp duty on residential properties valued over $100 million from 4.25% to 6.5%, some developers' stock prices shed by about 2% yesterday (25th). The broker considered this share price correction healthy given the sector's strong YTD uptrend.

The impact of this measure should be limited as it accounts for only 0.3% of the market's total trading volume. The intention is likely to increase fiscal revenue rather than suppress the overall residential market.

More importantly, HSBC Global Research believed that, based on the bigger picture of the land and housing policy under the 2026-27 Budget, the government's stance on the housing market remains supportive.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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