小摩:重申恒隆地产(00101)为首选股之一 料租户销售改善趋势持续

智通财经
Oct 10

智通财经APP获悉,摩根大通发布研报称,恒隆地产(00101)内地租户销售在第三季显著改善,同比增长10%,好过该行低单位数增长预期,扭转次季的1%跌幅。考虑到其股息回报率达5.9%,加上内地租户销售数据改善,小摩继续将恒隆列为两大地产股首选之一,评级为“增持”,目标价10港元。

恒地又指,旗下商场国庆黄金周表现继续亮丽,国庆长假首四天租户销售同比增长15%。随着上海恒隆广场引入老铺黄金(06181)等新租户,以及现有租户的扩张,小摩预计恒隆租户销售改善趋势能延续至第四季。该行另一首选股为太古地产(01972),预料将同样受惠于中国零售市道复苏。

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