大行评级 | 摩根士丹利上调九龙仓置业和领展房产基金评级至超配,因零售有望回暖
彭博新闻社报道,摩根士丹利认为,来自中国的旅客数量预计将在2021年二季度到三季度开始反弹,因此香港的零售市场将迎来两年的恢复期,看好九龙仓置业和领展房产基金,将这两只股票评级上调至超配,并大幅调升目标价。
分析师Hildy Ling等在报告中写道,九龙仓置业目标价调升50%至42港元,公司将是奢侈品零售销售回暖的主要受益者。
将领展房产基金目标价调升11%至78港元,公司是为数不多的能在2021财年仍可能实现分红增长的香港地产股。
截至10:25分,领展房产基金涨4.96%,九龙仓置业涨2.17%。
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