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大行評級|高盛:維持恒隆地產“買入”評級 目標價18.3港元

高盛發佈研究報吿稱,維持恒隆地產“買入”評級,予目標價18.3港元。集團管理層在高盛的投資會議上,對公司的業務前景持謹慎樂觀態度,另外內地購物中心組合的租户銷售增長相對穩定。管理層又指,因去年的基數較低,預計2023年第四季將出現温和回升;香港方面,隨着新租户租金調整回覆正數,整體零售投資組合的負租金調整正在收窄。寫字樓面對空置率高、需求疲軟的挑戰,但管理層指,由於非金融行業的租户比例較高如診所等,受經濟環境的影響較小,其寫字樓組合的租金趨勢相對具有彈性。此外還重申漸進式派息政策的承諾。

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