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《大行報告》匯豐研究下調領展(00823.HK)目標價至64元 評級「買入」
阿思達克 11-10 10:56
匯豐研究發表評級報告指,領展(00823.HK)2023財年上半年業績較預期弱,撇除去年的酌情分派,每單位可分配收入(DPU)按年增1.9%至1.55元;若計及去年的酌情分派,每單位可分配收入則按年跌2.6%,主要受到內地投資組合表現疲軟和利息支出高於預期。 該行表示,投資者應該對領展不會過高競標項目而感到欣慰,加上在香港核心投資組合繼續從疫情中逐步恢復;該行相信,領展在港現有的投資組合呈良好增長及新收購的海外資產帶來額外貢獻,在很大程度上可抵銷利率上升帶來的影響。 該行將公司在2023年至25年每單位分派預測下調2.4%、5.3%及2.5%,同時將其目標價由88.5元下調至64元,維持其評級爲「買入」。(ca/u) ~
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