According to the China Fortune Financial APP, UBS released a research report stating that Shk Ppt (00016) has been included in the preferred stocks list, believing that SHK PPT is in a good position for the recovery of the residential market, benefiting from the continuous rental increase, influx of population, and decreasing mortgage rates, giving a "buy" rating with a target price of 102 Hong Kong dollars.

A new Policy Address proposes to further relax the loan-to-value ratio limit for residence properties over 30 million yuan to 70%, and include luxury residential properties worth over 50 million yuan in the new capital investment entrant scheme. The government has also introduced measures to encourage the transformation of hotels and commercial buildings into student dormitories, believing it will have a positive impact on the Hong Kong real estate market and developers.

As for the banks industry, the bank believes that the Policy Address slightly favors the Hong Kong banks, but still maintains a cautious view on the Hong Kong banks. They believe that during the interest rate cuts in the USA, banks' net interest margin will face pressure, and the risk of non-performing loans will also increase.