《大行報告》花旗將九龍倉置業(01997.HK)剔出泛亞焦點名單
花旗發表報告指,由於近期人民幣貶值,預計香港零售銷售表現將走弱,因此將九龍倉置業(01997.HK)剔出泛亞焦點名單。但在基本角度,該行仍預期該股的表現將好過香港地產同業。
花旗指,奢侈品品牌可能會定期調整產品價格,以反映匯率變化。只要增值稅和進口關稅仍然存在,價格調整可能會令香港奢侈品重新受到內地消費者青睞。該行維持九龍倉置業「買入」評級,目標價為59.5元。
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