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《大行報告》星展微降希慎(00014.HK)目標價至17.16元 為利園注入新活力
阿思達克 02-26 11:39
星展發表報告,將希慎(00014.HK)目標價由17.7元微降至17.16元,評級「買入」,公司作為銅鑼灣最大商業項目的業主,希慎廣場是本地人及遊客的熱門購物地點,利園商圈容納一群高端品牌商戶,靠近港鐵站,而物業之間亦具協同效益,旗下寫字樓聚集國際金融、顧問及科技行業。 報告指,希慎零售組合的翻新接近完成,高端品牌旗艦店將於今明兩年陸續開業,預期租金有中十位數(mid-teen)增幅,有望推動希慎盈利復甦,抵銷寫字樓續租租金下調的負面影響,相信利園商圈翻新將會帶來長期價值增長。目標價由17.7元,輕微下調至17.16元,評級維持「買入」
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