You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨大摩:上調太古地產目標價至18港元 上調領展目標價至48港元
摩根士丹利發表報告,下調對太古地產今明兩年盈利預測16%至27%,反映對公司去年業績後最新的零售銷售、租金和出租率假設;同時將每股股息預測上調6%至10%,反映中期單位數的漸進式股息增長,得到核心投資物業組合、非核心資產處置及內地發展項目銷售收益的現金流支持。該行把太古地產目標價由16港元上調至18港元,爲2025年資產淨值折讓55%,低於長期歷史平均值一個標準差,因該行認爲辦公室市場仍存在供需失衡。該行亦對領展2025至27財年盈利預測基本保持不變,每單位分派料增長0.3%至0.9%,反映最新的零售銷售、租金和出租率假設。該行將其目標價由41港元上調至48港元,基於2025財年每單位派息及略低於長期平均股息收益率差1.5%,假設美十年期國債收益率4%。該行重申對領展“增持”評級,認爲領展是美息下行週期及潛在納入港股通的主要受惠者。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account