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《大行報告》匯豐研究料本港未來數月零售銷售增長加快 看好領展(00823.HK)及九龍倉置業(01997.HK)
匯豐研究發表報告指,本港去年12月零售銷售額按年轉升1.1%,優於市場預期的下跌2.5%。隨着與內地重新全面通關,料未來數個月的零售銷售額將加速增長。在營運零售業務的地產商中,該行看好領展(00823.HK)及九龍倉置業(01997.HK),均予「買入」評級,目標價分別爲70元及53元。 該行表示,恆隆地產(00101.HK)是本港主要購物中心營運商之一,該公司透露其1月本港的購物中心的租戶銷售表現強勁。該行認爲,投資者可能低估了其購物中心的租金增長潛力。監於復甦的良好可見性、旅遊開支回升和本地GDP增長前景改善的支持,該行對營運零售業務的地產商的前景持樂觀態度,又認爲今年購物中心零售租金錶現將會得到提振。
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