大摩:华润置地(01109)黄金周商场表现胜预期 目标价39.3港元

智通财经
Oct 13

智通财经APP获悉,摩根士丹利发布研报称,华润置地(01109)旗下商场万象城(CR Mixc)在黄金周期间,录得低十位数同店销售同比增长,推动整体商场零售额同比增长超过25%,当中高端商场同店销售增长更超过20%。该行料全年租金收入有望超出管理层原先预期,达13%同比增长;继续将股份列为首选标的,目标价39.3港元,评级“增持”。

该行认为,虽然部分原因在于国庆与中秋节假期相连,但集团增长高于同行,主要因万象城的市占率优势持续扩大;年初至今其同店销售录低十位数同比增长,加上今年首9个月整体零售额同比增长20%至25%,均可印证该行看法。

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