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《大行报告》美银证券:九仓置业(01997.HK)或受惠中港旅游限制放宽 惟偏好本地消费收租股
阿思达克 05-22 15:33
美银证券发表研究报告,维持九龙仓置业(01997.HK)及九龙仓集团(00004.HK)「中性」投资评级,相信九龙仓置业或会受惠於中港旅游限制即将放宽,但相信仍需要一段时间待内地旅客数量恢复,并更看好能满足本地人需求的零售业主,例如希慎兴业(00014.HK),其投资评级为「买入」,目标价30元。

该行又指,九龙仓集团的资产价值报告再次向市场确认其估值并不贵。然而,由於香港豪宅发展的不利因素,暂似乎未见有任何短期催化剂,而其在中国的投资物业覆盖相对较少。在收租股方面,该行看好在内地零售覆盖更多的恒隆地产(00101.HK),给予其「买入」投资评级,目标价20元。

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