《大行報告》大摩上調本港今年零售銷售增長預測至15% 偏好希慎多於九倉置業
摩根士丹利發表報告,指由於本港與內地逐漸放寬邊境限制,受惠經濟及消費氣氛改善,本港去年12月零售業銷貨價值按年轉升1.1%,勝該行及市場預期續跌3%及4.2%;全年計則跌約0.9%。由於通關時間較原先預期為早,該行上調本港今年零售業銷貨價值增長預測,由原先的9%上調至升15%。
由於今年春節假期在1月,該行料今年1月零售業銷貨價值按年持平;但受惠低基數(去年同期爆發第五波疫情),預期2月及3月或按年升31%及33%。自2月6日起本港取消內地入境旅客核酸檢測要求及人數限制,料進一步刺激訪港旅客量。
該行料零售銷售增長將支持商舖收租股估值上行,如九倉置業(01997.HK)及希慎(00014.HK),考慮估值,該行偏好希慎多於九倉置業。其他在本港零售市場有重大敞口的有領展(00823.HK)、新地(00016.HK)及港鐵(00066.HK)。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.