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《大行報告》大摩:領展(00823.HK)CEO再減持 短期略影響股票氣氛
阿思達克 03-02 11:00
摩根士丹利發表報告指,領展(00823.HK)行政總裁王國龍於上周三(2月26日)再度減持,以每股74元減持100萬個基金單位,計及於去年10月減持的50萬股,王國龍自去年年中起已出售其持有的37%股份,現時他仍持有260萬個基金單位,持股量約0.12%。該行認為,王國龍再減持短期對領展股份的氣氛略有負面影響。於去年10月減持前,王國龍曾於2018年8月減持150萬個基金單位,而領展股價在他減持後60日內下跌了6%,對比MSCI香港於去年第四季上升了3%,2018年8月至10月則下跌了9%。大摩對領展評級為「減持」,目標價73元,預期在極少的資本再利用活動下,集團的派息增長或將顯著放慢。
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