大摩发表报告指,本港1月零售额跌3.2%,符合市场预期按年下跌5%,受惠于农历新年提早。奢侈品销售仍然疲弱。该行预期2月零售额将按年下跌8%,首两月料按年跌6%。报告指,九龙仓置业(01997.HK) 、领展及希慎(00014.HK) 等有零售敞口的股份去年表现跑输恒指42至43个百分点,相信有关情况将于今年持续,料跑输1至12个百分点。本港零售已连续11个月负增长。该行预计今年零售仍为负增长,...
Source Link大摩发表报告指,本港1月零售额跌3.2%,符合市场预期按年下跌5%,受惠于农历新年提早。奢侈品销售仍然疲弱。该行预期2月零售额将按年下跌8%,首两月料按年跌6%。报告指,九龙仓置业(01997.HK) 、领展及希慎(00014.HK) 等有零售敞口的股份去年表现跑输恒指42至43个百分点,相信有关情况将于今年持续,料跑输1至12个百分点。本港零售已连续11个月负增长。该行预计今年零售仍为负增长,...
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