澳大利亚投资者或转向“日常需求”零售地产基金——市场快讯

投资观察01-15

投资者可能从澳大利亚非必需零售地产投资信托基金转向日常需求型地产基金的风险，促使杰富瑞集团调整了对多只股票的投资评级。该机构将VICINITY CENTRES的评级从“持有”下调至“表现不佳”，同时将其目标价调低11%至每股2.20澳元。与之相反，杰富瑞将CHARTER HALL RETAIL REIT的评级从“持有”上调至“买入”。

分析师安德鲁·多兹指出，尽管缺乏重大消息和催化因素，VICINITY CENTRES等非必需零售地产基金在2025年表现优异。杰富瑞表示：“我们认为，较为疲弱的圣诞/节礼日零售表现（与我们消费团队的观点一致）、现金利率预期的负面转变以及管理层展望言论趋于保守，可能导致这类交易出现回调。”

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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