《大行報告》領展(00823.HK)投資評級及目標價(表)
領展(00823.HK)將於明天(31日)公布截至3月底止全年度(2023財年)業績,核心營運業務將受惠整體經濟復甦及本港與內地通關,本網綜合8間券商預測,領展截至今年3月底止全年度(2023財年)可分派總額料介乎62.18億至66.55億元,較2022財年可分派總額64.19億元,按年下跌3.1%至上升3.7%;中位數65.17億元,按年增加1.5%。
受2月時公布進行「五供一」供股因素所影響,本網綜合8間券商預測,領展2023財年每基金單位分派料介乎2.71至3.08元,較2022財年每基金單位分派3.0567元,按年下跌11.3%至上升0.8%;中位數2.795元,按年跌8.6%。投資者關注領展早前進行供股後,公司未來的收購計劃及其領展「3.0輕資產」(透過多元化投資及改善組合,並與資本夥伴合作,擴大管理資產規模)模式策略的進展,以至本港及內地組合業務的復甦情況。
下表列出13間券商對其評級及目標價:
券商│投資評級│目標價(港元)
高盛│買入│64.6元
摩根大通│增持│63元
瑞銀│買入│62.5元
摩根士丹利│增持│62元
富瑞│買入│62元
大華繼顯│買入│61.71元
海通國際│優於大市│60.9元
建銀國際│跑贏大市│60元
星展│買入│59.1元
匯豐環球研究│買入│59.8元
花旗│買入│59.5元
美銀證券│買入│57元
中金│跑贏行業│55元
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