《大行报告》花旗将九龙仓置业(01997.HK)剔出泛亚焦点名单
花旗发表报告指,由于近期人民币贬值,预计香港零售销售表现将走弱,因此将九龙仓置业(01997.HK)剔出泛亚焦点名单。但在基本角度,该行仍预期该股的表现将好过香港地产同业。
花旗指,奢侈品品牌可能会定期调整产品价格,以反映汇率变化。只要增值税和进口关税仍然存在,价格调整可能会令香港奢侈品重新受到内地消费者青睐。该行维持九龙仓置业「买入」评级,目标价为59.5元。
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