瑞银发表报告，对恒隆地产的评级由“中性”升至“买入”，认为该股风险回报状况吸引。受可持续派息、潜在资产置换及基本面展望改善所支撑，该行提升对其估值基础，资产净值(NAV)折让由75%收窄至60%，目标价相应由6.1港元上调至8.4港元。 报告指，由于恒隆地产的股息率维持在7.5%的高水平，因此下行风险似乎有限。值得注意的是，目前的以股代息安排将比预期提早六个月结束，即在2025财政年度业绩公布后结束。展望未来，该行认为出售东半山豪宅御峰，以及内地零售业销售额持续复苏，将为集团带来潜在催化剂。另外，该行对恒隆地产2025至2027年基本盈利预测上调1%至2%，反映利息支出预测获下调。
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