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《大行報告》摩通上調九龍倉置業(01997.HK)目標價至50元 評級「增持」
阿思達克 12-14 10:28
摩根大通發表研究報告指,本港防疫措施持續放寬,預視著該步伐最終將與內地趨向一致,料兩地最早於明年1月通關,本港零售前景逐漸樂觀。該行將九龍倉置業(01997.HK)目標價由43元上調至50元,評級為「增持」,認為該股有上升空間,不過倘股價升至50元或觸發投資者鎖定利潤,料集團將在2024財年恢復盈利11%,惟較2018年的頂峰盈利低出25%。 該行預期,香港從「0+3」到「0+0」的轉變將顯著改變入境旅客之前的冷淡反應,又相信九置股價的升勢將會持續,直至香港與內地正式確認通關。
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