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<Research>M Stanley Favors SHK PPT/ HENDERSON LAND; Mkt Expects HK Property Prices to Bottom Out
After discussions with property market experts such as Midland Realty, Morgan Stanley said in its research report that it believes the Hong Kong residential market will be supporte...
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<Research>M Stanley Favors SHK PPT/ HENDERSON LAND; Mkt Expects HK Property Prices to Bottom Out
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After discussions with property market experts such as Midland Realty, Morgan Stanley said in its research report that it believes the Hong Kong residential market will be supported by factors such as potential supply falling from its peak, a decrease in HIBOR, and a growth in the proportion of mainland buyers, and property prices may have already bottomed out.

On the back of the budget's relaxation of stamp duty on low-priced properties to HKD100, overall residential transactions in 1H25 climbed by 3.9% YoY to 29,500 units, with transactions of properties below HKD4 million surging by 305%.

Related NewsHSBC Research: HK Property Sector's Worst Cycle Over; Home Prices Expected to Hike 2%/ 3% in 2025/ 2026
Morgan Stanley maintained an optimistic view of the Hong Kong residential property market. It recommended SHK PPT (00016.HK)  -1.800 (-1.925%)    Short selling $91.92M; Ratio 24.650%   and HENDERSON LAND (00012.HK)  -0.150 (-0.545%)    Short selling $50.52M; Ratio 26.716%   , both with higher dividend yields and ample supply. They were rated as Overweight given that developers will benefit first in a declining interest rate environment.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.)

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