大行评级｜摩根大通：予九龙仓置业“增持”评级上半年租金收入改善

格隆汇08-08

摩根大通发表研究报告指，九龙仓置业上半年租金收入按半年改善，但管理层在业绩会上看法仍趋向保守，相信是由于下半年零售续租金预料将录低单位数跌幅，属市场预期之内。管理层透露5月起零售销售有所改善，海港城商户销售表现跑赢市场平均水平，但相信要观察多几个月才能确认是否完全见底。受惠于HIBOR下降，令融资成本减少，加上下半年分成租金或将轻微改善，摩通目前预测九龙仓置业2025财年每股盈利及股息仍可录1%及...

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大行评级｜摩根大通：予九龙仓置业“增持”评级 上半年租金收入改善

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大行评级｜摩根大通：予九龙仓置业“增持”评级上半年租金收入改善