大行評級|星展:維持九龍倉集團“買入”評級 指其“收成期”來臨
星展發表研究報告指,九龍倉集團去年基本盈利按年跌22%至28億港元,主要因爲內地發展物業的減值撥備提高,並指計劃在山頂種植道1號推出豪宅有助捉緊正在改善的豪宅市場情緒。該行維持“買入”評級以及目標價24.9港元。
該行指,九龍倉在山頂及九龍塘擁有豪宅項目,應可爲公司中長期帶來可觀的回報。公司打算今年出售位於種植道1號的豪宅項目,九龍塘的豪華項目以及啓德的聯合項目已落成,應可爲公司未來數年的物業盈利提供主要支持。
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