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港股異動 | 領展房產基金(0823.HK)漲近5% 大摩指公司短期將繼續回購
格隆匯 09-02 13:50
格隆匯9月2日丨領展房產基金(0823.HK)急漲至4.83%領漲恆指成份股,現報64.05港元,暫成交5.3億港元,最新總市值1324.8億港元。公司於2020年9月1日回購50萬個基金單位,每個單位發行價61.1798港元。大摩估計公司短期將繼續回購,過往公司在市帳率到0.9倍時曾回購,目前股價相當於市帳率的0.78倍。領展房產基金股價30日內將跑贏同業的可能性有80%以上,予目標價70港元。此外,該公司管理層在2020財年業績發佈會時表示會考慮回購,同時7月份超市零售銷售表現優於預期。

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