里昂发表报告指,九龙仓置业(01997.HK) 管理层语气自2023年疫后重新开放以来首次转趋正面。该行相信,这反映了经营表现优于预期,为按营业额比例收租及绩租租金带来上行潜力。报告指,五一黄金周期间奢侈品销售势头强劲,亦显示人均消费有所改善,该行认为部分受港元贬值所带动。该行对香港奢侈品销售前景维持乐观,重申对九龙仓置业“跑赢大市”评级,目标价40元,并继续视其为奢侈品零售板块首选。(ha/u)...
Source Link里昂发表报告指,九龙仓置业(01997.HK) 管理层语气自2023年疫后重新开放以来首次转趋正面。该行相信,这反映了经营表现优于预期,为按营业额比例收租及绩租租金带来上行潜力。报告指,五一黄金周期间奢侈品销售势头强劲,亦显示人均消费有所改善,该行认为部分受港元贬值所带动。该行对香港奢侈品销售前景维持乐观,重申对九龙仓置业“跑赢大市”评级,目标价40元,并继续视其为奢侈品零售板块首选。(ha/u)...
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