香港房地产-2026 年选股：香港房东更看好写字楼而非零售物业-Hong Kong Property -HK Landlords Stock Picking for 2026 Office over Retail

January 5, 2026 10:56 PM GMT Hong Kong Property | Asia Pacific HK Landlords: Stock Picking for 2026: Office over Retail We prefer office over retail in the HK IP space. Office vacancy remains high but is improving with Central benefiting first. Mall rentals will continue to struggle due to competition from online sales and Shenzhen. We prefer stocks with a high and sustainable dividend yield plus self-help stories. What's Changed - (1) Industry outlook: We roll forward our valuation to 2026E and update our ...