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《大行報告》大摩升九龍倉置業(01997.HK)評級至「與大市同步」 目標價上調至37元
阿思達克 08-08 10:42
摩根士丹利發表研究報告,將九龍倉置業(01997.HK)2022至2024年每股盈利預測上調12%至13%,以反映成本控制措施見效以及出租率提升,目標價由34元上調至37元,對應每股資產淨值折讓40%不變,評級上調至「與大市同步」。 該行預計,九倉置業香港業務租金已見底,明年調整或見正增長,預測2022至2024年租金息稅前利潤年複合增長率為7%,憧憬香港與中國內地明年通關,租金水平可能會進一步上升,又預計九倉置業今年每股派息將增長6%。 今年6月本港零售銷貨額按年下跌1%,反映出消費券計劃的影響正在減弱,大摩預計今年全年零售銷貨額將按年下跌1%,預期在沒有內地遊客支持的情況下,未來幾個月仍將低迷,令行業短期內缺乏催化劑。
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