大摩:香港第三季零售租金环比下跌 零售收租股相对偏好领展(00823)

智通财经
Oct 10, 2024

智通财经APP获悉,摩根士丹利表示,受到零售销售疲弱影响,香港第三季零售租金环比下跌3%,写字楼租金跌幅扩大,当中中环写字楼租金跌幅跑输大市。零售收租股中,相对偏好领展(00823),因其零售出租率偏高达97.5%,同时续租租金前景稳定,股息率又较美国十年国债孳息高280个基点。

大摩又称,港人外游消费持续受关注,但看不到短期有见顶迹象,同时写字楼市场仍面对结构性风险。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10