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瑞銀:領展(0823.HK)購悉尼甲廈提升價值 評級“中性”
格隆匯 12-20 11:33

瑞銀髮表研究報告指,領展(00823.HK)斥約6.83億澳元收購悉尼甲廈100 Market Street,考慮到每月租金淨收入約2,670萬澳元,領展整體投資組合的淨利收益及遠期股息收益率將分別達到3.69%及3.88%,認為此次收購具對資產組合有增值作用。

瑞銀預期,是次收購將為領展2021財年的額外淨資產收入及每個基金單位分派分別貢獻1.7%及1%,相信領展全數以澳元借款作收購,因為匯兑風險應屬可控。該行引述管理層在電話會議中表示,目前正於澳洲、新加坡、日本及英國,物色中檔市場零售及甲級寫字樓作進一步收購,主要看好當地物業市場相對穩定、流動性及良好的監管環境。

該行指,領展目前的遠期股息收益率為3.88%,低於歷史均值,給予目標價91.8港元,評級“中性”

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