马银行投行:加息打压产业领域
(吉隆坡4日讯)马银行投资银行维持马来西亚产业领域的“中和”评级,因风险不断升高,如利率上升导致销售放缓、新产业项目推迟,以及原材料成本上涨。
该研究机构还预计,由于第15届全国大选前的政治不确定因素,大件商品的购兴将受影响。
“进一步加息不仅会打击买家的负担能力,还会打击高负债的产业发展商。”
该机构今日在报告中指出:“产业领域的脆弱复苏可能会受到劳动力和原材料短缺的影响,从而导致销售和盈利风险(施工进度放缓、营运成本上升和潜在的约定违约金(LAD))。”
马银行投行表示,为了确保项目按时交付,产业发展商可能会推迟一些新项目的推迟,以避免因劳动力短缺而面对潜在的约定违约金。
同时,该机构说,进一步加息不仅会打击买家的负担能力,还会打击UEM阳光(UEM Sunrise Bhd)等高负债发展商,而大选前的政治不确定性通常会对大件商品的购买产生负面影响。
“这些抑制销售或赚幅的不利因素,如劳动力和原材料短缺、政治不确定性和加息,可能会持续到2023年。”
由于没有居者有其屋(HOC)活动,2022年首季的住宅产业销售按季下跌6%,从2021年第四季的246亿令吉,跌至230亿令吉。
“在我们看来,虽然居者有其屋活动提振了购兴,但严格控制住房审批和容积率等房屋供应,以及准确和及时的数据,以更好地规划和推出住房,对于解决持续存在的滞销问题同样重要。”
马银行投行补充:“由于土地也是州事务,州政府可以就土地问题立法,因此联邦政府和州政府之间的适当协调是非常必要的,以解决滞销问题。”
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E9%A9%AC%E9%93%B6%E8%A1%8C%E6%8A%95%E8%A1%8C%EF%BC%9A%E5%8A%A0%E6%81%AF%E6%89%93%E5%8E%8B%E4%BA%A7%E4%B8%9A%E9%A2%86%E5%9F%9F
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