大摩发表报告指，本港去年11月零售销售按年跌幅扩大至跌7.3%，10月跌幅为3%，差过该行预期，原因是内地访港旅客疲弱。另超市表现优异(按年升3.5%)。该行预计，本港今年零售销售将再下跌5%。偏好领展(00823.HK) 。
大摩指，九龙仓置业(01997.HK) 、领展及希慎(00014.HK) 等于去年的表现跑输恒生指数。零售销售已连续九个月下跌。由于该行预期今年零售销售按年继续下跌，认为这些股票将持续受压。
相对于零售及写字楼收租股，大摩较偏好住宅发展商。而在零售收租股中，该行偏好领展而非九龙仓置业及希慎，因认为领展盈利和股息前景较稳定，给了领展“增持”评级，目标价41元。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-02 16:25。)
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