《大行報告》花旗:領展(00823.HK)迎四大催化劑 展開90天正面觀察
花旗發表研究報告指,領展(00823.HK)管理層表明發展前景好於預期,同時市場對每基金單位分派預測有上行空間。
市場擔心HIBOR抽升對領展每基金單位分派造成影響,股價近期下挫。花旗預計若利率平均增加50個基點,利息支出將增加7,000萬元,假設2023財年的平均利率增加150個基點,或截至2023財年底HIBOR達到3%至3.5%,估計整體分派影響僅為2.5%。
該行又強調,去年疫情租金優惠有剩餘額度可回撥,加上8月份將迎來新一輪政府消費券計劃,帶動旗下商場消費;同時領展隨時可能啟動1.5億元股票回購,以及可能出售赤柱廣場,部分收益或用於提高回購金額;考慮迎來四大積極催化劑,花旗對領展開展為期90天正面觀察,目標價87.2元,評級「買入」。
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