大行評級 | 瑞銀:領展全年業績符預期 目標價62.5港元 評級買入
格隆匯6月1日丨瑞銀髮研報指,領展(0823.HK)2023財年的每基金分派(DPU)按年跌10.3%,符合其預期。但該行看到公司前景走軟,基於香港零售租金增長由上半年的8.5%放緩至全年的7.1%,內地全年零售租金更下調3%,但相信領展供股後能夠更好地應對持續高息的環境,淨負債率由上財年的20.7%降至17.8%。該行予領展目標價62.5港元及“買入”評級。報吿引述管理層預計,2024財年香港零售續租租金會有中至高單位數增長,整體淨物業收入率可維持約75%,香港零售出租率可達98%,與去年底持平。內地商場續租租金收入亦會有中至高單位數增長。該股現報45.7港元,總市值1167億港元。

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