交銀國際:下調領展(0823.HK)目標價至93.35港元 維持“買入”評級
交銀國際發佈報告稱,將領展(00823.HK)目標價由98.88港元下調5.6%至93.35港元,維持“買入”評級。
該行表示,領展的超市、食品、街市和熟食市場業務保持穩定增長,預計該集團的租金續租調整率在今財年保持雙位數。該行表示,下調領展2020-2022財年的每股可分派預測分別0.7%、3.5%、 5.5%,並預計領展將恢復單位回購,該行認為這是一個吸納的好機會,尤其是每單位價格已從7月的初期下降了約20%。

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