摩根士丹利研究报告指，预期今年及1月的香港零售销售会按年跌5%，指内地访港旅客减少、消费模式改变，以及港人外游等结构性趋势将会持续。该行亦料深圳放宽签证的利好因素将被人民币贬值及本港经济展望疲软所抵销。
该行偏好住宅地产商多于零售及写字楼业主，在各零售业主之中，看好领展(00823.HK) ，多于希慎(00014.HK) 及九龙仓置业(01997.HK) ，主要因为其更稳定的盈利及股息展望。该行亦提到，料零售销售今年的按年增长会维持负面，将对上述各股形成压力。
该行对领展的目标价及评级为41元及“增持”，希慎及九龙仓置业的目标价分别为13元及20元，评级均是“减持”。(vc/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-03 16:25。)
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