《大行》摩通:相信恒隆地产(00101.HK)短期呈区间上落 有8%至9%股息率支持

阿斯达克财经
27 Jan

摩根大通发表报告指,恒隆地产(00101.HK) 上季租户销售有企稳迹象,但管理层在业绩简报会看法仍然保守。另外,该行指,恒隆地产今年第一季基数仍然很高,但从第二季开始会变低,因此如果内地奢侈品零售销售趋势进一步稳定,有可能最早在第二季见到按年增长。

该行视恒隆地产为内地奢侈品零售业出现新亮点的代表,但到目前为止,市场的预期仍然偏低,该行亦都未见到可持续复苏的证据,因此认为恒隆地产股价短期内仍可能在区间内波动,下行空间受到8%至9%股息率支持。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 16:25。)

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