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《大行報告》匯豐研究下調希慎(00014.HK)目標價至23.3元 評級「買入」
阿思達克 08-11 09:35
匯豐研究發表報告指,希慎(00014.HK)上半年業績疲弱。不過,該行認為今次業績疲軟屬一次性,因為業績下滑的主要原因是其零售組合中11%面積因現有奢侈品租戶的擴建裝修而暫時關閉。這些受影響區域的租金水平平均比之前至少高出10%。而集團上半年購物中心組合的租戶銷售額按年增長67%,跑嬴香港整體市場表現。 該行預計,在年底商場完成升級後,希慎的租金表現將有良好改善。該行維持其「買入」評級,目標價由28.8元降至23.3元。
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