《大行報告》星展降九倉置業(01997.HK)評級至「持有」 目標價上調至47.6元
星展發表研究報告指出,九倉置業(01997.HK)近期股價強勢,料短期內上升空間有限。而期待已久的香港與內地將於本月通關,相信有利於公司的營業額租金恢復和逆轉前景。
此外,該行指受惠於本地消費復甦,本港零售額於去年7至10月期間錄得溫和增長,按年升2.1%。下半年並無進一步的租金優惠獲批,租戶亦逐漸減少依賴商場優惠券推動銷售,應有助九倉置業減少營運成本,並提高以後的租金利潤。
該行對九倉置業目標價由42元上調至47.6元,評級由「買入」降至「持有」,認為市場對旅遊消費復甦的樂觀情緒已很大程度上反映在股價中。
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