智通财经APP获悉,美银证券发布研报称,维持九龙仓置业(01997)“买入”评级,目标价由23.5港元下调至23港元。该行称,九龙仓置业2024财年每股派息小幅未达预期,每股资产净值因租金下降而减少,将九置2025至2027财年每股派息预测下调7%至10%,料2025财年每股派息将同比下跌4%。若1个月HIBOR保持低位,该股则可能有上行空间。
美银证券表示,虽然九置的零售租金在2024年下半年因销售压力而明显出现疲弱,但租户占用成本仍维持在可控水平。该行认为,零售销售下降的最糟时期应已过去,因为由3月开始比较基数变得较易,且本地零售销售外流似乎已稳定。
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