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大行評級|高盛:下調領展目標價至46.9港元 並下調每股盈測
格隆匯 06-03 09:37
高盛發表報吿指出,領展3月底止2024財年列賬淨虧損約20億港元,當中包括租賃物業減值約82億港元。剔除有關影響,領展年度基本純利按年增長4%至約62億港元,符合該行及市場預期。該行考慮到領展香港物業續租租金下調但內地續租租金上升的因素,對其2025及2026財年每股盈測下調7%至0%,目標價由47.6港元下調至46.9港元,維持對其“買入”評級。另認為領展過去三個月股價調整約一成,估計是由於市場憂慮香港本地居民的日常購物開支流向深圳,尤其是週末期間,加上減息預測有所延遲的影響。
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