大行评级｜里昂：上调恒隆地产目标价至7.7港元维持“持有”评级

格隆汇2025-07-31

里昂发表研究报告指，恒隆地产上半年业绩符合预期，中期股息保持不变。内地租户销售自去年第四季以来呈现连续改善，但2025年上半年整体租户销售仍受奢侈品销售下降拖累。鉴于疲弱的市场情绪及出境旅游正常化尚未好转，里昂预计未来12个月奢侈品销售将持续下降。里昂将其目标价从5.4港元上调至7.7港元，维持“持有”评级。里昂认为，恒隆拥有内地最好的奢侈品购物中心之一，在上市公司的奢侈品销售敞口中最高，可视为...

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大行评级｜里昂：上调恒隆地产目标价至7.7港元 维持“持有”评级

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大行评级｜里昂：上调恒隆地产目标价至7.7港元维持“持有”评级