美银证券发表研报指，九龙仓置业(01997.HK) 2024财年每股派息小幅未达预期后，重申对该股的“买入”评级。不过每股资产净值因租金下降而减少，而将其目标价由23.5元下调至23元。
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。
美银证券将九置2025至2027财年每股派息预测下调7%至10%，料2025财年每股派息将按年下跌4%。若1个月HIBOR保持低位，该股则可能有上行空间。(js/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-11 16:25。)
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