《大行》汇丰研究降九仓(00004.HK)目标价至19.9元 业绩逊预期及未见催化剂

阿斯达克财经
Mar 14, 2025

汇丰研究发表报告指,九仓(00004.HK) 去年业绩逊预期,基础净盈利下跌22%,减值拨备是主要拖累因素。由于大部分业务均面临不同程度的挑战,该行认为短期内并无重评的催化剂。维持“持有”评级,目标价由21.9元下调至19.9元。报告指,九仓去年地产业务收入按年下跌74%至23亿元。其中,内地的合约销售额按年下跌44%至14亿元人民币。虽然成都IFS及长沙IFS商场的出租率分别高达 93%及 ...

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