《大行報告》大摩降領展(00823.HK)目標價至66元 下調每基金單位分派預測
摩根士丹利發表評級報告,將領展(00823.HK)在2024財年至2026財年的每基金單位分派預測各下調1%,反映成本增加下,淨物業收入(NPI)利潤率較低。該行將其目標價由67元下調至66元,維持其評級為「增持」。
該行指,在房地產信託基金中,偏好領展多於冠君產業信託(02778.HK)及置富產業信託(00778.HK),認為領展盈利具有韌性、負債比率低、股息率6.9%、潛在回購、收購等其他企業行動,對長期投資者吸引。(ca/cy)
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