《大行報告》美銀證券下調領展(00823.HK)目標價至54元 評級「買入」
美銀證券發表評級告指,領展(00823.HK)2023財年的每基金單位分派(DPU)為2.743元,符合預期,租金收入則按年升5.4%,但利息支出總額為17.5億元,超出預期;該行將公司在2024至25財年的每基金單位分派預測下調3%。
該行指,投資者或因2024財年香港租金調整展望持保守看法而感到失望,但管理層對收購仍持謹慎態度,此舉亦令人安心。近日利率短期飆升為公司盈利及估值帶來壓力,但相信公司能提供良好的防禦性選擇價值。
該行將公司目標價由57元下調至54元,維持其「買入」評級。(ca/u)
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