領展(00823.HK)升幅擴至逾6%重越20天線 大行評級正面
領展(00823.HK)末期每基金單位派息年增近3.7%至145.72仙後,大行績後看法正面,其中花旗指領展股息收益率吸引有助於抵消社會動盪和新冠肺炎疫情造成不利影響,重申其「買入」評級,但目標價降22%至78.9元,以反映租金增長預期回落。大摩料領展未來60日股價有七八成機率上漲看70元,摩通及麥格理分別重申領展「增持」評級及升級至「跑贏大市」,目標價分別降至74.2元及70.58元。該股由三年低位連彈第三天,今天股價一舉升破10天及20天線(61.75元及64.65元),午後最高見65.6元,暫受制5月22日下跌裂口底部(66元),現造65.1元,續升6.2%,為最強藍籌。
領展昨午公布截至3月止全年業績,期內扣除與基金單位持有人交易前虧損171.22億元,扭轉去年同期溢利203.29億元。全年經調整並計入一筆2.91億元酌情分派後,可分派總額按年升逾4%至59.65億元,末期每基金單位分派按年增近3.7%至145.72仙。全年收益及物業收入淨額按年分別增長6.8%至107.18億元及6.9%至82.20億元,若按相同基準計算,收益及物業收入淨額按年分別增長5.6%及6.3%。投資物業組合估值按年下跌11.6%至1,932.24億元。故此,扣除與基金單位持有人交易前之年內虧損為173.03億元,每基金單位資產淨值下跌13.3%至77.61元。
恆指高見23,995暫受制二萬四關,現造23,887,續彈155點或近0.7%,成交額806億元。
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