摩根大通报告指，九龙仓置业(01997.HK) 管理层对至少今年年上半年的展望，与中期业绩相比变得更谨慎，因为至今尚未见到租户销售显著复苏。对于租金续租调整，虽然预计今年固定租金保持稳定，但鉴于约20%的占用成本，该行认为存在下行风险。
该行又指，九置为本港奢侈零售销售的代理股，预计其表现将持续跑输，直至出现复苏迹象。该股目前股息率6厘，在本港收租股中属最低之一，并不特别吸引。该行维持对九置“减持”评级及17元目标价。
该行预计，由于零售销售租金减少及办公室续租租金持续下降，纵使有较低的融资成本抵消，今年盈利及每股股息将分别按年跌1.5%及1%。如租金能够回稳，每股盈余及每股股息可能于明年恢复增长。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-10 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.