摩根大通发表研究报告指,经常被市场视为“长年审慎”的九龙仓置业(01997.HK) 管理层对经营环境前景看法转至“乐观”,为市场带来惊喜,是公司多年来首次展现较高信心,认为最困难时期已经过去。同时,公司出乎预期修改派息政策,将派息比率由65%上调至90%。摩通指出,虽然今年下半年基数较高,但预期海港城的租户销售额将维持按年正增长,并跑赢大市,又预计2027财年的续租租金调整比率或会转正。随着...
Source Link摩根大通发表研究报告指,经常被市场视为“长年审慎”的九龙仓置业(01997.HK) 管理层对经营环境前景看法转至“乐观”,为市场带来惊喜,是公司多年来首次展现较高信心,认为最困难时期已经过去。同时,公司出乎预期修改派息政策,将派息比率由65%上调至90%。摩通指出,虽然今年下半年基数较高,但预期海港城的租户销售额将维持按年正增长,并跑赢大市,又预计2027财年的续租租金调整比率或会转正。随着...
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