智通财经APP获悉，星展发布研报称，恒隆地产(00101)估值仍具有吸引力，特别是对于寻求投资中国高端商场产业的长期投资者而言，预期当局推出任何进一步提振消费刺激政策，都可能提升其投资吸引力，维持“买入”评级，目标价由原先9.38港元升至10港元。
星展认为，恒隆作为中国领先商业地产商，在中国持有一系列商业物业组合，作长期投资用途，憧憬在租户销售额改善及物业组合扩张下，旗下物业租金可望提升，续租租金调整率呈现增长趋势。
报告指出，恒隆旗下中国内地商场整体租户销售额于2025年第三季度同比增长10%，主要由上海港汇恒隆广场带动，武汉恒隆广场的销售表现亦趋向稳定，另外杭州恒隆广场将逐步开业，办公大楼及商场部分将于今年及明年第二季起分阶段启用，预租率分别达27%及83%，相信可为未来数年租金收入增长提供支持。
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