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大和:維持領展(0823.HK)84港元目標價 重申買入評級
格隆匯 11-10 13:28

領展房產基金(0823.HK)昨日公佈中期業績,可分派收入總額按年跌1.5%至29.21億港元,每基金單位中期分派141.65仙,按年微增0.1%。大和發表研究報告指,公司的營運表現穩健,相信當經濟環境改善時,每單位可分配收入有望重拾升幅,鑑於本財年上半年的困難環境,認為其續租率下跌2.6%並沒有大問題,維持目標價84港元,重申買入評級。

大和預料,香港零售市場正進入改變階段,租户及零售銷售將會重新分配,社區商場或吸引更多零售商進駐,又指公司資產負債表強勁,並擁有充足的財政資源去尋求投資機會及進行回購,亦留意到期內租金收繳率逾95%,顯示其業務穩健。

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