智通财经APP获悉，九龙仓置业(01997)跌超3%，截至发稿，跌3.57%，报19.72港元，成交额8602.09万港元。
消息面上，九龙仓置业近期发布2024年全年业绩公告，集团收入同比减少3%至129.12亿港元，营业盈利同比减少3%至96.91亿港元。基础净盈利增加2%至港币61.39亿港元，相当于每股港币2.02港元。 若计入投资物业重估减值净额港币56.21亿港元，股东应占集团盈利为港币8.91亿港元，上年同期为47.66亿港元，同比减少约81%。派第二次中期息0.6港元，上年同期派0.61港元。全年派息1.24港元，占香港投资物业及酒店基础净盈利的65%。
美银证券发布研报称，九龙仓置业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港元下调至23港元。该行表示，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。该行将九置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。
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