星展银行发表研究报告指出，九龙仓置业两大标志性购物地标海港城和时代广场，客流量虽然增加，但仍面临压力(租户销售持续疲弱，短期内拖累商场的营业额租金)。虽然出租率保持稳定，但关税不确定性影响零售租赁情绪，影响零售组合的租金续约前景。星展银行维持对该股“持有”评级，目标价从22.11港元上调至25.2港元，基于对2026年6月每股资产净值(NAV)估计折让55%。
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