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《大行報告》大摩料本港2月零售銷售按年跌7% 對收租股持審慎看法
摩根士丹利發表研究報告,指出本港1月份零售銷售按年增長4%,連續第三個月增長放緩,但較該行預期略好。惟該行料在嚴格的防疫措施下,預期2月份零售銷售按年轉跌7%。基於疫情沒有穩定的跡象,該行維持對收租股審慎看法,並對九龍倉置業(01997.HK)、置富產業信託(00778.HK)及港鐵(00066.HK)維持「減持」評級。 該行認爲,雖然政府推出1萬元消費券,但該行仍然維持對2022年零售銷售按年增長1%的預測,估計今年由7月延遲至10月重新開放邊境,以及網上銷售增長,將是抵銷商場銷售疲弱的因素。
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