花旗下调太古地产(1972.HK)目标价至32.8港元评级“买入”
花旗发表研究报告,指虽然现时香港写字楼及零售需求面临逆风,但维持太古地产(01972.HK)“买入”评级,因为公司组合中,于港岛东有800万尺楼面,较中环写字楼更具防守性;太古坊一期租户逐渐迁入将成为2019及2020年额外租务贡献。

此外,该行指公司於中国的项目于上半年有持续强劲的零售销售增长,料2019年起将为公司带来可观的续租租金。花旗预期太古地产2018-2021年租金EBIT复合年增长率将达5.1%,目标价由36.6港元降至32.8港元。
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