大行评级丨瑞银:恒隆地产第三季内地租户销售按年增长10% 重申“买入”评级

中金财经
Oct 10

  瑞银发表研究报告指,恒隆地产管理层在投资者日上透露,第三季内地租户销售按年增长10%,扭转首季(-7%)及次季(-1%)的跌势,其中上海恒隆广场及港汇恒隆广场销售分别按年增长8%及31%,均较上半年改善。与2023年相比,第三季整体内地租户销售仍低10%,但已较上半年的低16%进一步改善。   瑞银指,恒隆旗下内地商场销售增长趋势延续至十一黄金周,长假期首四日租户销售按年升15%,人流增长3%,整体销售增长主要受国内冠军品牌推动,传统奢侈品牌租户销售于7月至8月录轻微增长,预期随着老铺黄金及香奈儿旗舰店分别于10月底及11月开业,上海恒隆广场租户销售增长将进一步加速。瑞银预期股价将对强劲的销售作出正面反应,重申对恒隆地产的“买入”评级,目标价维持9.6港元。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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