【2 月 10 日,摩根大通发表报告】太古地产内地零售租户销售去年首三季按年跌 10%,全年按年跌 7%,意味着去年第四季按年增 3%。香港写字楼依旧疲软,续租租金负面幅度靠稳。期内盈利大幅倒退因投资物业公允价值亏损,经常性盈利按年跌 11%在投资者预期之内。该行称,太古地产仍是行业中主要“增持”公司,理由有三:内地租户销售今年首季及次季将进一步改善;盈利增长受益于发展项目或于 2025 年复苏,...
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