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大行評級|摩根大通:予領展房產基金目標價43港元 評級為“增持”
格隆匯 03-10 11:12

摩根大通發表研究報吿指,據港交所文件顯示,行政總裁王國龍售出領展100萬股,約0.04%股份,這是自2023年8月以來首次沽售。該行指,從歷史來看,股價反應一直較為温和。若如果股價反應負面,將建議低位買入,因為香港的日用百貨零售額呈現穩定跡象。

該行指,潛在納入互聯互通將是另一個催化劑,領展的基金單位價格與美國10年期國債收益率密切相關,但認為,如果有更多數據表明香港主要零售銷售穩定,收益率差距可能會收窄。該行給予領展目標價為43港元,評級為“增持”。

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