美银证券发表报告，将恒隆地产(00101.HK) 评级由“中性”升至“买入”，并将目标价由7.9元调高22%至9.6元。
该行称，注意到内地租户销售于6月至7月连续改善，并预计随着比较基数走低，下半年租户销售将有低单位数增长。催化因素包括旗舰店上海恒隆广场开幕；及短期资产出售，包括无锡的服务式公寓及香港东半山司徒拔道御峰，以加快去杠杆化进程。
该行提到，恒隆地产管理层强调，会非常注意股本集资带来的摊薄影响，因此短期内发行可换股债券的可能性不大。股息率为6.5%，高于行业平均的5%。该行将2025至2027财政年度每股盈测调整，由降2%至升1%不等。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-30 16:25。)
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