《大行报告》里昂升九龙仓置业(01997.HK)评级至「跑输大市」 目标价上调至43.2元
里昂发表报告指,九龙仓置业(01997.HK)去年盈利按年下跌24%,派息亦按年减少28%,但此并不令人惊讶,因集团的核心投资物业及酒店业务受到疫情严重打击。不过,由於本地零售需求复苏,及开始接种疫苗令边境有望重开,相信对集团今年业务是有一线希望。
该行收窄对九仓置业收益率差距要求1个百分点至2.5%,对比美国十年期国债收益率为1.07%,因集团在跨境旅客的业务比重大。里昂又调升九仓置业股份目标价,由33.9元升至43.2元,评级由「沽售」上调至「跑输大市」,以反映该股上升空间有限,及大部分正面因素已反映。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.