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大行评级|花旗:下调领展目标价至46.5港元 中期宏观市场环境仍存在挑战
格隆汇 05-30 10:36

花旗发表研究报吿,预测领展2025财年每基金单位分派将保持平稳,按年增长0.3%,主要由于旗下香港零售出租率预期可维持在约98%水平,同时停车场收费呈上升趋势,内地业务预期可录得中单位数增幅,以及憧憬利息开支已于2024下半财年见顶。

该行维持对领展的“买入”评级,但考虑到因中期宏观市场环境仍存在挑战,将目标价从50港元降至46.5港元,并将2026财年每基金单位分派预测下调2.6%。花旗相信,随着领展3.0战略的实施,其平均融资成本预计保持在4%以下水平。

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