匯豐證券:重申領展(0823.HK)“買入”評級 目標價82港元
匯豐證券發表研究報告指,領展房產基金(0823.HK)提供其2021年度上半年營運數據,顯示第二季度香港整體商户銷售額表現維持疲軟,亦將大致與第一季度相近,黃金週帶動內地商户組合銷售額錄正增長,該行預期全年可分派收入維持穩定,維持目標價82港元,重申“買入”評級。
匯證表示,認為投資者現時低估了公司透過收購而提升每單位可分配收入的能力,管理層對公司達成“2025願景”的目標有信心,即於2018-2025年公司資產管理規模年複合增長達高單位數的提升,短期內公司亦會更加着重於外部增長,並預期資產組合的內部增長將於未來兩年增加。

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