《大行報告》花旗升領展(00823.HK)評級至「買入」 目標價上調至59.5元
花旗發表研究報告指,領展(00823.HK)自宣布「五供一」供股以來,股價已下跌23%,遠高於9至10%的每基金單位分派的攤薄影響,原因是HIBOR上升和更鷹派的聯邦基金利率前景;單位持有人需要現金行便認購權利,以及基金對權利和單位之間的差價的技術性拋售壓力等。
該行認為,由於供股已於昨日(16日)結束,預計技術性拋售壓力結束。此外,一旦利率預期見頂,收益率將回歸6%,未來收購的資產負債表將更加強勁,這對收益投資者來說具有吸引力。因此,該行將集團評級由「中性」上調至「買入」,並開啟30天正面催化劑觀察,目標價由58.11元上調至59.5元。
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