智通财经APP获悉，摩根士丹利发布研报称，上调九龙仓置业(01997)目标价12.5%，从20港元升至22.5港元，维持“减持”评级。大摩依然等待有意义以及持续的香港零售、办公楼复苏。
大摩上调对该公司2025-2027财年每股盈利预测4%、4%和1%，主要反映：1)零售和写字楼租金调幅为负数的幅度温和过预期;2)利息成本预测降低;3)由于持续减债的努力，负债改善。不过大摩依旧对与香港零售持谨慎态度，主要原因是消费模式变化、2025年下半年外游增加及失业率上升。谨慎来说，对于该公司2025财年末期股息预测为0.6港元，同比持平，全年股息为1.26港元，同比增1.6%。
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