花旗发表研究报告指,冠君(02778.HK) 正处于写字楼市场下行周期,且利率展望料较长时间维持高企,预料公司2025年的每单位可分配收入(DPU)将按年减少9.8%,并会在2026及27年进一步减少。
报告提及,中环花园道三号受累空置率高企,料续租租金将会受压。随着旺角朗豪坊一些美容店租户缩减规模,料办公室租出需时。而朗豪坊商场在美妆区定位提升下客流有改善,租约重订后底租上升。
由于预计DPU持续下降,花旗将冠君目标价由1.5元下调至1.42元,维持“沽售”评级。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-20 12:25。)
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