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《大行報告》花旗輕微上調希慎(00014.HK)目標價至29元 評級「買入」
花旗發表報告,由於2022財年香港零售表現好於預期,抵銷疲軟的寫字樓業務,相信希慎(00014.HK)能夠維持每股1.44元的穩定派息,股息率目前有6%的可觀水平,目標價由28.9元輕微至29元,重申評級「買入」。 花旗認為,希慎被認為是僅次於九龍倉置業(01997.HK)之後,香港奢侈品零售業務槓桿第二大的香港地產股,預計內地和香港通關可能會推遲到2023年。該行認為,鑑於香港似乎已經轉向與病毒共存的策略,似乎增加社交距離的措施出台機會低,相信香港零售銷售最壞時刻已過。
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