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大行評級|美銀:上調九龍倉置業目標價至28港元 維持“買入”評級
格隆匯 08-07 10:30
美銀證券發表研報指,雖然香港營商環境仍然充滿挑戰,不過考慮到美聯儲可能即將減息,港幣可能走弱,本地高端零售銷售減少流失,預期下半年不利因素減少。該行在九龍倉置業今年上半年每股派息表示略高於預期後,維持對其“買入”的評級。美銀證券指,今年上半年九龍倉置業零售租金收入強勁增長,反映香港零售銷售表現雖然疲弱,但公司股息更具韌性,股息具有吸引力,2024財年收益率為6.5%。基於九龍倉置業的每股資產淨值預測較高,該行將其目標價由27港元上調至28港元。另外,美銀證券將九龍倉置業2024至2026財年的核心利潤及每股派息預測上調2%至5%,以反映今年上半年的業績表現。
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