《大行報告》花旗上調太古地產(01972.HK)目標價至25.8元 評級「買入」
花旗發表報告,太古地產(01972.HK)去年業績符合預期,股息承諾令人驚喜,目標價由25.5元上調至25.8元 評級「買入」。
花旗將太古地產列為首選之一,因為港島東600萬平方呎的投資組合應該比其他中環寫字樓的投資組合更具防禦性;中國商場在疫情後出現持續強勁的零售銷售增長,應轉化為2022年以後的租金正增長;正在推出且可觀的投資物業將在2022年以後貢獻額外的租金收入;管理層指引為股息有中單位數字增長,意味著對經常性現金流入具信心。
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