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花旗:予領展(0823.HK)“買入”評級 目標價102.3港元
格隆匯 12-20 15:43

花旗發表研究報告表示,領展(0823.HK)以6.83億澳元收購澳洲悉尼甲級商廈,首次衝出中港市場進行擴展物業投資,該行認為有關交易整體正面,料可提升收益率。預計在收購後,領展明年3月底前或會恢復進行回購3630萬股股份,短期將利好股價表現。該行予領展“買入”評級,目標價102.3港元。

報告指,有關交易每年可提供淨收入約2670萬澳元,相當於收益率3.7%,同時領展估計在收購後,備考經調整債務對總資產比率由13.5%降至12.1%,另外該投資物業每年租金調整幅度為4%,相信可令集團租金收入有穩定上升。

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