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大行評級|高盛:維持領展房產基金“買入”評級 目標價為45.3港元
格隆匯 10-11 15:15
高盛發佈報吿指,維持領展房產基金“買入”評級,目標價為45.3港元。高盛指,領展在10月3日收市後的投資者電話會議中,並無大驚喜。隨着港人北上及外遊,該公司2025財年第一季度購物中心租户銷售額的下降擴大至5.9%,不過積極的是,夏季的銷售趨勢有所改善,預計第二季度的跌幅將收窄。領展預計今年7-9月季度勢頭強勁,受益於續租租金低單位數的正向恢復,預計這一勢頭將在財年剩下時間繼續維持。此外,領展在內地的表現已經非常強勢,同時海外購物中心需求維持強勢的勢頭。
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