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《大行報告》大摩:九龍倉置業(01997.HK)股票流通量增 會對股價構成短期壓力
阿思達克 02-27 15:46
摩根士丹利發表研究報告,指大股東吳光正提議將會德豐(00020.HK)私有化,提案涉及就股東持有每股股份向股東分派1股九龍倉置業及1股九龍倉(00004.HK)股份;及以現金每股12元代價向股東支付款項。私有化建議相等於每股71.9元,較會德豐停牌前溢價52%。 該行指,雖然九龍倉置業股票流通量增加長遠而言是好事,但在現時額外增加股票流通量則會令股價繼續受壓。 基於香港的奢侈品銷售疲弱、疫情對旅遊業的影響,以及內地遊客的消費由國外回到國內的結構性挑戰,該行維持九龍倉置業「減持」投資評級,目標價40元。
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