You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》瑞銀:九倉置業(01997.HK)管理層對零售租金前景持謹慎態度 評級「中性」
九倉置業(01997.HK)昨日(7日)中午公佈中期業績後全日股價升4.9%,今日(8日)股價下挫,盤中低見22.3元一度下滑13.2%,最新報23.48元走低8.6%,成交額3.25億元,是跌幅最大的藍籌股。 瑞銀髮表報告表示,九倉置業今年中期業績符預期,基本盈利按年持平於31億元,較該行預期低4%,中期股息每股0.66元按年增長3%,符合預期,但管理層對零售租金繼續持謹慎態度,料零售租金回報可能轉爲負面,預計海港城租金調整將出現低單位數的下降,較今年上半年正面調整回落。 此外,九倉置業管理層透露計劃對馬哥孛羅酒店進行重大資產提升或全面重建,施工將於2025年之後開始。若爲「資產提升」(AEI),所需資本開支約20億港元,中斷期僅兩年,預計對財務影響有限。但若爲全面重建,考慮到尖沙咀K11 MUSEA等豪華商場競爭加劇,該行更擔憂對廣東道奢侈品租戶的實體幹擾影響。該行維持對九倉置業「中性」評級及目標價20元。(wl/u) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account