美银证券发表报告指，九龙仓置业去年业绩符合预期。该行指，虽然公司租金收入增长可能落后，但预期在香港宏观环境改善及人民币转强下，只要中东冲突不持续，相信去年下半年零售销售的复苏势头可延续至今年。另外，该行认为公司短期内可受惠于零售销售外流减少及更多内地访港旅客，目前估值亦具吸引力，重申对其“买入”评级，维持目标价为31港元；将2026至28年每股派息预测微降1%至2%，以反映租金收入复苏步伐较为渐进。
美银证券发表报告指，九龙仓置业去年业绩符合预期。该行指，虽然公司租金收入增长可能落后，但预期在香港宏观环境改善及人民币转强下，只要中东冲突不持续，相信去年下半年零售销售的复苏势头可延续至今年。另外，该行认为公司短期内可受惠于零售销售外流减少及更多内地访港旅客，目前估值亦具吸引力，重申对其“买入”评级，维持目标价为31港元；将2026至28年每股派息预测微降1%至2%，以反映租金收入复苏步伐较为渐进。
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