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《大行報告》高盛升領展(00823.HK)評級至「買入」 目標價下調至64.6元
阿思達克 03-31 14:24
高盛發表報告指,領展(00823.HK)管理層對業務前景保持樂觀態度,認爲位於不同地區的各個項目從受到疫情影響回覆至穩定、或錄得租金改善的趨勢。在完成供股後,令集團資產負債表的資本重組,其淨債務佔總資產的比例降至20%以下,同時剩下約100億元的額外流動資金。 該行指,管理層有信心爲其香港零售組合維持高於CPI以上,或租金調整錄得中至高個位數的百分比正增長,而內地零售組合則預計今年客流量和租戶銷售額將逐漸恢復到2019年水平的80%至90%,租金將實現單位數的正增長。 高盛補充,將其2023至2025年度每基金單位分派下調8%,目標價由66.96元降至64.6元,惟其評級由「中性」升至「買入」。(ca/s) ~
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