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领展(00823.HK)升幅扩至逾6%重越20天线 大行评级正面
阿思达克 06-02 14:19
领展(00823.HK)末期每基金单位派息年增近3.7%至145.72仙後,大行绩後看法正面,其中花旗指领展股息收益率吸引有助於抵消社会动荡和新冠肺炎疫情造成不利影响,重申其「买入」评级,但目标价降22%至78.9元,以反映租金增长预期回落。大摩料领展未来60日股价有七八成机率上涨看70元,摩通及麦格理分别重申领展「增持」评级及升级至「跑赢大市」,目标价分别降至74.2元及70.58元。该股由三年低位连弹第三天,今天股价一举升破10天及20天线(61.75元及64.65元),午後最高见65.6元,暂受制5月22日下跌裂口底部(66元),现造65.1元,续升6.2%,为最强蓝筹。

领展昨午公布截至3月止全年业绩,期内扣除与基金单位持有人交易前亏损171.22亿元,扭转去年同期溢利203.29亿元。全年经调整并计入一笔2.91亿元酌情分派後,可分派总额按年升逾4%至59.65亿元,末期每基金单位分派按年增近3.7%至145.72仙。全年收益及物业收入净额按年分别增长6.8%至107.18亿元及6.9%至82.20亿元,若按相同基准计算,收益及物业收入净额按年分别增长5.6%及6.3%。投资物业组合估值按年下跌11.6%至1,932.24亿元。故此,扣除与基金单位持有人交易前之年内亏损为173.03亿元,每基金单位资产净值下跌13.3%至77.61元。

恒指高见23,995暂受制二万四关,现造23,887,续弹155点或近0.7%,成交额806亿元。

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