《大行报告》汇丰研究微升领展(00823.HK)目标价至87.9元 评级「买入」
汇丰研究发表研究报告,维持对领展(00823.HK)积极的看法,认为有更多股价催化剂可以令此股进行重估。就如之前所述,该行认为公司的最坏情况似乎已在2021财年上半年过去,并会看到下半年的每基金单位分派增长有改善。
该行又指,持续的项目并购,包括最近成功收购上海七宝万科广场5成权益,已证明了其良好的收购执行力,并认为投资者尚未完全意识到这一点。另外,消费券的发行理应会令领展受惠,维持其「买入」投资评级。目标价由原来的87.5元轻微上调至87.9元。
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