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《大行報告》花旗上調九倉(00004.HK)目標價至26.2元 評級「中性」
花旗發表研究報告指九龍倉集團(00004.HK)上半年內地投資物業表現強勁,抵銷發展物業表現較弱。該行料投資者關注點仍是潛在企業行動,相信公司將從吳氏家族手中收購會德豐物業。公司的股票投資組合上半年擴大140億元至810億元,該行認爲這投資組合是預留作爲潛在收購會德豐物業的資金。 該行指,在目前股息率只有1.5%,以及未來併購機會未明確下,對九倉集團維持「中性」評級,目標價由21元升至26.2元,以反映投資物業強勁的表現,目標價較其最新的資產淨值折讓收窄至60%(先前爲65%)。
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