《大行報告》大摩升領展(00823.HK)評級至「增持」 目標價60元
摩根士丹利發表報告指,領展(00823.HK)於2023財年中期的每單位分派按年下跌3%至1.56元,較該行預期高1%,撇除酌情分派,每單位常規分派爲按年增長2%。
該行表示,領展於香港的經營維持穩健,2023財年中期的香港零售續租租金上升8.5%,增幅較2022財年下半年的5.8%加快,至於租戶佔用成本亦由上財年的13.1%降至12.6%。
大摩將領展股份評級由「與大市同步」升至「增持」,目標價維持60元,並調升集團2023至2025財年每單位分派預測0.2%、0.5%及0.6%,反映更高的停車場收入,可抵銷內地及海外因匯率影響造成的收入下跌。
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