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瑞信:維持領展房產基金(0823.HK)“跑贏大市”評級 目標價91港元
格隆匯 06-02 11:08

瑞信發表報告,維持領展房產基金(0823.HK)“跑贏大市”評級,目標價91港元。

瑞信表示,領展房產基金業績大致符合預期,經營可分派收入持平,全年每單位分派有上升。香港零售組合銷售減少1.7%。此外,該公司管埋層預計,未來會有更多續租租金下跌情況出現,現時主要集中維持出租率,又預計香港零售組合收入將維持穩定。

瑞信稱,該公司管理層將繼續積極進行資本管理,每股14港仙股息將維持派發至2021-2022年,而回購可能會繼續進行。

瑞信還表示,儘管宏觀經濟疲弱,但該公司的香港零售組合具有防禦性,而公共衞生事件的進一步控制將有助於推動餐飲和教育行業復甦。

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