《大行》花旗:九龙仓置业(01997.HK)租户销售回暖 料股息稳步增长 目标价31.6元

阿斯达克财经
Mar 11

花旗发表研究报告指出,营运前景改善支持该行对九龙仓置业(01997.HK) 2026至2027年预测每股股息温和增长1%至2%的预测:租户销售按年自2025年下半年起改善,并在2026年首两个月势头增强,支持较高的分成租金;零售租金检讨负增长可能在2026年预测持续,为销售的滞后反映,而该行认为海港城约20%的占用成本是可持续的;写字楼致力维持出租率,但租金下调在竞争加剧下在所难免;债务及利率下降...

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