摩根大通发布研报称，经常被市场视为“长年审慎”的九龙仓置业（01997）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%。该行将九置评级由“中性”上调至“增持”，目标价由23港元大幅升至35.7港元。
小摩指出，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同比正增长，并跑赢大市，又预计2027财年的续租租金调整比率或会转正。随着时代广场对业绩的拖累减轻，预计公司2025至28财年的盈利复合年增长率达4%。
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