《大行報告》星展升九龍倉(00004.HK)目標價至25.5元 等待更好入市點
星展發表研究報告指,九龍倉(00004.HK)的豪宅儲備或在中長期內為公司帶來可觀的回報,其他地區的重建亦可釋放其土地價值。另外,集團正計劃推售旗下豪宅,成為其中期盈利的關鍵催化劑。
不過,星展提到,九龍倉的股價在過去6個月飆升51%,大幅跑贏大市。從歷史角度來看,該股的吸引力已經下降,可等待更好入市點,將其評級由「買入」下調至「持有」,目標價由23.5元升至25.5元。
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