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《大行报告》大摩相信领展(00823.HK)股价30日内跑赢同业
阿思达克 09-02 10:10
大摩发表的研究报告指,领展(00823.HK)股价30日内将跑赢同业,发生的可能性有80%以上。该行指出公司於9月1日回购50万股,占成交规模约11%,估计公司短期将继续回购。过往公司在市帐率到0.9倍时曾回购,现时股价相当於市帐率的0.78倍。

管理层在2020财年业绩发布会时表示会考虑回购,同时7月份超市零售销售表现强过预期,按年增长26.5%,考虑到8月放宽社交距离措施等对餐饮业务及大众化零售业主有正面影响,由於领展有35%租金收入是来自超市及湿街市,另外有28%是来自餐饮,是众多业主中比例最高,予目标价70元,评级「与大市同步」。

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