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大摩:相信領展(0823.HK)未來30天將跑贏同業 目標價91港元
格隆匯 11-27 11:34
摩根士丹利發表技術意見報告表示,相信領展(0823.HK) 未來30天每基金單位將跑贏同業,料發生概率逾80%,予其“ 與大市同步 ”評級及目標價91港元。
該行估計,領展於今日除息後將會恢復回購,料截至明年3月底止下半財年將回購4,700萬個基金單位,並指領展自今年9月底以來股價已累跌6%,跑輸MSCI香港指數及恆指,指領展目前估值相當預測2020財年股息回報3.5%,與美國十年期國債債券孳息率有1.7個百分點的差距,較自2017年以來平均水平擴闊1個標準差。

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