《大行》花旗一举下调希慎(00014.HK)评级至“沽售” 削目标价至15.69元

阿斯达克财经
Aug 17

花旗发表研究报告指,希慎(00014.HK) 上半年零售收入及核心租金较2023年上半年分别高出15%及22%。然而,该行认为资产提升工程带动的上行空间已在2024至2025年通过旗舰扩张及租户升级而体现,上半年租户销售增长17%与零售租金增长1%之间的差距,亦反映利润上行空间正在减弱。该行表示,希慎的资本循环计划进展顺利,惟在负债比率49%下,或需进一步去杠杆以维持稳定每股派息。该行认为零售利好...

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