摩根士丹利将九仓(00004.HK) 牛市情景目标价由33元下调至32元;熊市情景目标价由15元下调至14元。大摩表示,纳入九仓2025财年业绩并引入2028年预测。计入以下因素后,该行将九仓2026及2027财年的基本盈利预测各上调10%,以反映:(1)该行对零售及写字楼租金调整、出租率及利率的最新假设;(2)更新的发展物业入账及完工时间表;及(3)改善的负债比率。基于其净现金状况以及来自租金及...
Source Link摩根士丹利将九仓(00004.HK) 牛市情景目标价由33元下调至32元;熊市情景目标价由15元下调至14元。大摩表示,纳入九仓2025财年业绩并引入2028年预测。计入以下因素后,该行将九仓2026及2027财年的基本盈利预测各上调10%,以反映:(1)该行对零售及写字楼租金调整、出租率及利率的最新假设;(2)更新的发展物业入账及完工时间表;及(3)改善的负债比率。基于其净现金状况以及来自租金及...
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