香港地产股九龙仓置业(01997)今日大涨5.83%,盘中一度升穿25港元,创今年5月以来新高,引发市场广泛关注。
汇丰研究报告指出,香港地产行业基本面应该逐渐改善,减息周期开始将利好楼市周期。汇丰认为,首先地产股将受益于融资成本下降,其后则是经营表现改善支持派息能力。报告看好九龙仓置业在未来数年的商场租赁前景,盈利预计会持续复苏。
另一方面,大华继显预计九龙仓置业将是美国潜在减息的主要受益者之一。报告指出,九龙仓置业上半年基本盈利同比增长2.1%,主要受惠于零售租金收入上升和财务成本下降。预计美国减息将进一步降低公司的融资成本,从而提振其盈利表现和派息能力。
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