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《大行》瑞銀料6月本港零售銷售有低單位數升幅 看好零售地產商
瑞銀研究報告指,政府公布5月零售銷售按年升2.4%至310億元,是14個月以來首次回升,好過該行的持平預期及市場預計的跌1.8%。該行料6月份零售銷售將繼續有低單位數升幅。政府數據顯示,6月內地及國外訪港旅客量分別升12%及10%,較5月有所放緩,但北上及出國旅遊的人次則繼續下跌。 另外,政府公布粵車南下計劃將於11月起接受申請,該行認為雖然首階段100個名額相對較少,但相信日後名額增加,可吸引更多高消費的內地旅客,商場經營者如九龍倉置業(01997.HK)等可直接受惠。 股份方面,該行認為5月零售銷售好過預期,租戶銷售持續改善,有利於經營零售租賃的發展商,包括領展(00823.HK)、新地(00016.HK)、九置及希慎(00014.HK)。
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