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《大行报告》花旗下调招商局商业房托(01503.HK)目标价至3.6元 评级「买入」
阿思达克 03-18 09:47
花旗发表报告表示,於内地疫情後,对招商局商业房托(01503.HK)前景有明朗看法,包括管理层透露将透过母公司注入项目及收购机会来扩张业务规模,其中预期包括汇港二期等在内的1至2个项目於未来两年内会被注入;同时公司对现有项目进行装修及升级,将会对租金收益有帮助。

报告又指,招商局商业房托目前估值吸引,在资产组合增加的支持下,资产租金和入住率稳步增长,料长线而言会提升派息率,确认其「买入」评级,目标价由3.65元微降至3.6元,以反映市场竞争大的因素。

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