星展发表报告指，随着组合扩充及翻新工程完成，希慎(00014.HK) 租金收入将有所改善。利园翻新工程全面完成后，希慎的豪华零售物业组合将有超过10个翻新及扩建的品牌旗舰店，所占面积较之前增加40%。
另外，星展指，希慎于2021年收购的上海利园租金贡献持续增长，写字楼预租承诺率增至约80%。加上利园八期预定于2026财政年度第二季落成后的新租金贡献，即使计及其香港写字楼组合的持续负租金回报，希慎的租金收入于未来数年仍将上升。
星展表示，维持希慎“买入”评级，下调目标价由15元降至14.38元，相信股价已反映负面因素。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-15 12:25。)
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