瑞银发表报告指九龙仓置业今年中期业绩符合预期基本盈利按年持平于31亿港元较该行预期低4%。中期股息每股0.66港元按年增

智通财经
Aug 08
瑞银发表报告指九龙仓置业今年中期业绩符合预期基本盈利按年持平于31亿港元较该行预期低4%。中期股息每股0.66港元按年增长3%符合预期。管理层对零售租金继续持谨慎态度料零售租金回报可能转为负面预计海港城租金调整将出现低单位数的下降较今年上半年正面调整回落。此外九龙仓置业管理层透露计划对马哥孛罗酒店进行重大资产提升或全面重建施工将于2025年之后开始。若为资产提升(AEI)所需资本开支约20亿港元中断期仅两年预计对财务影响有限。但若为全面重建考虑到尖沙咀K11 MUSEA等豪华商场竞争加剧该行更担忧对广东道奢侈品租户的实体干扰影响。该行维持对九龙仓置业“中性”评级及目标价20港元。

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