《大行》汇丰研究升九仓(00004.HK)评级至“持有” 股价已反映前景面临挑战

阿斯达克财经09-13

汇丰环球研究发表报告指，九龙仓集团(00004.HK) 股价自3月以来累计回调约33%，大幅跑输恒指39个百分点，该行认为市场开始考虑对公司盈利增长展望的忧虑，今明两年市场共识盈利预测在过去半年下调19%至21%，并接近该行审慎的盈利预估。该行认为，纵使九仓本港物业销售业务或受惠未来减息周期，但明年预测股息率2.5厘及温和盈利增长或不足吸引投资者。该行维持对九仓17.3元目标价，对比现价有5%下行...

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