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麦格理下调九龙仓置业(1997.HK)目标价至46.05港元评级“中性”
格隆汇 08-07 15:45

麦格理发表研究报告,指由于预期九龙仓置业(01997.HK)旗下海港城及时代广场于今年余下时间表现转差,因此一个月前下调本港零售销售增长预测及九龙仓置业表现预测。该行指管理层同意此预测,并指目前下行情况或会差过五年前,因为有数个因素汇合,包括示威活动、贸易摩擦、全球GDP放缓,人民币贬值和香港银行同业拆息迅速上升。

该行将九龙仓置业目标价由50.34港元降至46.05港元,并指目前仍不是捞底时机,但该股股价自三个月前高位回落25%,目前股息率达5%,维持“中性”评级。

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