《大行》大华继显:收租股首选九置(01997.HK) 目标价升至26.5元

阿斯达克财经
Jun 25, 2025

大华继显研究报告指,虽然本港零售销售下跌,以及空置率创新高,但该行仍然见到一些轻微改善的迹象,包括今年首季过夜旅客的开支及餐饮业的收入轻微上升。基于本地的流动性改善,加上市民短期对日本的兴趣下降,该行料夏季本地消费将有轻微改善,以致零售销售的跌幅可收窄。另外,虽然该行料HIBOR将于下半年回升,但平均水平仍较去年低100至150个基点。综观各个经营零售租赁的地产商中,料九仓置业(01997.HK)...

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