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《大行》大摩:本港5月零售銷售勝預期 九龍倉置業(01997.HK)希慎(00014.HK)股價或有正面反應
摩根士丹利表示,香港5月總零售銷售額按年增長2.4%,達到313億港元(2025年4月按年下降2.3%),結束了自2024年3月以來連續14個月的按年收縮。這也超出了該行預估的按年下降2%。2025年前五個月零售銷售額按年下降幅度繼續收窄至4%(2025年前四個月為按年下降5.6%)。耐用消費品見大幅改善,但奢侈品零售銷售仍在下降。 大摩預計,6月零售銷售額按年增長1%,因失業率上升(2025年5月為3.5%)及近期餐飲和零售店關閉,導致該行對整體消費情緒仍持謹慎態度。儘管如此,新體育場舉辦的演唱會等大型活動及內地遊客數量增加(2025年5月按年升19%,6月按年升12%)可能部分緩解這一情況。雖然該行對九龍倉置業(01997.HK)和希慎興業(00014.HK)因租金負增長及商舖關閉而保持謹慎,但近期的14個月以來首個正增長的零售銷售數據可能為其股價帶來正面反應。 九龍倉置業(01997.HK)今日高開2%,最高見24元。現報23.85元,升5.76%,成交279.52萬股,涉資6,587.68萬元。 希慎興業(00014.HK)今日平開,最高見14.98元。現報14.72元,升1.52%,成交178.47萬股,涉資2,649.49萬元。
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