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《大行報告》大摩相信九龍倉置業(01997.HK)股價60日內將跑輸大市 評級「減持」
阿思達克 07-06 11:54
摩根士丹利發表投資研究報告,相信九龍倉置業(01997.HK)股價60日內將跑輸大市,發生此概率料逾80%。由於內地放寬對入境旅客的隔離要求,檢疫日期將由「14+7」縮短至「7+3」,刺激九龍倉置業近日股價上升。不過,該行預期香港與內地邊境開放將於2023年才會實現,由於公司的市盈率與本港零售銷售增長相關,5月份表現令人失望。 該行認為,九龍倉置業現估值相當於預測2023財年股息收益率3.7%,並不吸引。對其評級「減持」,目標價34元。
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