王國龍:外圍利率環境改善有助REITs實現價值回歸
領展(00823.HK)行政總裁王國龍發表文章,指出外圍利率環境改善和內在經濟發展穩定,將有助REITs實現價值回歸,若REITs日後若能夠納入互聯互通機制,更將為內地與香港市場的投資者帶來資產配置的新選擇。
他又指,REITs風險適中且擁有穩定的分紅政策和相對可持續的股息收益率,在當前市況下符合投資者穩健資產配置的需求,而現時內地與香港REITs市場估值仍處低位修復階段,相信隨著結構性利好持續增加,REITs有望在投資者未來的財富管理與資產配置中扮演更重要的角色。
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